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 5-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 | $101,375 | $71,050+42.7% | $93,606+8.3% | $80,856+25.4% |
| Participation rate | 32.6% | 60.4%-27.8pp | 68.7%-36.1pp | 67.6%-35.0pp |
| Annual return | 2.16% | 11.26%-9.1pp | 133.20%-131.0pp | 35.59%-33.4pp |
| Employer contribution / active EE | $913 | $1,564-41.6% | $2,420-62.3% | $2,755-66.9% |
| Participant deferral / active EE | $1,487 | $4,034-63.1% | $4,411-66.3% | $4,296-65.4% |
| Admin fee / account holder | $692 | $6,945-90.0% | $8,285-91.6% | $6,918-90.0% |