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 | $96,694 | $65,561+47.5% | $86,188+12.2% | $75,163+28.6% |
| Participation rate | 29.1% | 60.5%-31.4pp | 69.0%-39.8pp | 67.2%-38.1pp |
| Annual return | 9.71% | 46.05%-36.3pp | 1168.45%-1158.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $971 | $1,553-37.5% | $2,380-59.2% | $2,670-63.6% |
| Participant deferral / active EE | $1,659 | $3,024-45.1% | $3,985-58.4% | $4,125-59.8% |
| Admin fee / account holder | $3,226 | $5,474-41.1% | $6,852-52.9% | $5,651-42.9% |