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 7-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 | $100,600 | $80,717+24.6% | $154,803-35.0% | $84,808+18.6% |
| Participation rate | 22.2% | 66.8%-44.6pp | 78.1%-55.8pp | 68.3%-46.1pp |
| Annual return | 12.69% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $788 | $2,761-71.5% | $4,305-81.7% | $2,631-70.0% |
| Participant deferral / active EE | $1,640 | $3,303-50.4% | $5,540-70.4% | $4,212-61.1% |
| Admin fee / account holder | $34,450 | $6,746+410.7% | $14,329+140.4% | $7,344+369.1% |