See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,655 | $60,892+127.7% | $82,389+68.3% | $84,808+63.5% |
| Participation rate | 58.6% | 63.3%-4.6pp | 69.5%-10.9pp | 68.3%-9.7pp |
| Annual return | 11.26% | 37.29%-26.0pp | 28.67%-17.4pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,747 | $1,779-1.8% | $2,517-30.6% | $2,631-33.6% |
| Participant deferral / active EE | $3,053 | $3,179-3.9% | $4,155-26.5% | $4,212-27.5% |
| Admin fee / account holder | $86,509 | $5,467+1482.3% | $7,231+1096.4% | $7,344+1078.0% |