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 | $146,193 | $72,277+102.3% | $101,248+44.4% | $79,858+83.1% |
| Participation rate | 19.2% | 68.5%-49.2pp | 75.8%-56.6pp | 69.6%-50.4pp |
| Annual return | 9.16% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $711 | $2,692-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $2,070 | $3,282-36.9% | $4,370-52.6% | $3,740-44.6% |
| Admin fee / account holder | $1,297 | $4,400-70.5% | $5,945-78.2% | $5,306-75.6% |