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 | $126,734 | $57,541+120.2% | $95,745+32.4% | $75,163+68.6% |
| Participation rate | 33.9% | 62.5%-28.6pp | 72.3%-38.4pp | 67.2%-33.3pp |
| Annual return | 11.30% | 34.93%-23.6pp | 28.35%-17.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $451 | $1,808-75.1% | $2,835-84.1% | $2,670-83.1% |
| Participant deferral / active EE | $1,770 | $3,074-42.4% | $4,245-58.3% | $4,125-57.1% |
| Admin fee / account holder | $2,413 | $4,099-41.1% | $5,678-57.5% | $5,651-57.3% |