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 | $143,589 | $61,774+132.4% | $97,226+47.7% | $80,856+77.6% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.6%-24.8pp |
| Annual return | 7.14% | -557.90%+565.0pp | 75.13%-68.0pp | 35.59%-28.5pp |
| Employer contribution / active EE | $455 | $1,837-75.2% | $2,729-83.3% | $2,755-83.5% |
| Participant deferral / active EE | $1,933 | $3,029-36.2% | $4,264-54.7% | $4,296-55.0% |
| Admin fee / account holder | $3,316 | $5,166-35.8% | $5,654-41.3% | $6,918-52.1% |