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 | $100,335 | $66,098+51.8% | $101,794-1.4% | $74,304+35.0% |
| Participation rate | 46.0% | 53.8%-7.8pp | 69.2%-23.2pp | 60.3%-14.3pp |
| Annual return | 10.43% | 19.59%-9.2pp | 30.53%-20.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $978 | $1,082-9.6% | $2,289-57.3% | $2,241-56.4% |
| Participant deferral / active EE | $2,922 | $2,781+5.1% | $4,084-28.4% | $3,767-22.4% |
| Admin fee / account holder | $4,369 | $4,146+5.4% | $8,777-50.2% | $2,969+47.2% |