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 | $97,160 | $74,927+29.7% | $101,794-4.6% | $84,808+14.6% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 10.36% | 18.70%-8.3pp | 30.53%-20.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,270 | $3,099-59.0% | $4,084-68.9% | $4,212-69.8% |
| Admin fee / account holder | $5,924 | $6,514-9.0% | $8,777-32.5% | $7,344-19.3% |