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 | $183,682 | $71,050+158.5% | $93,606+96.2% | $80,856+127.2% |
| Participation rate | 17.1% | 60.4%-43.3pp | 68.7%-51.6pp | 67.6%-50.6pp |
| Annual return | 8.74% | 11.26%-2.5pp | 133.20%-124.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $805 | $1,564-48.5% | $2,420-66.7% | $2,755-70.8% |
| Participant deferral / active EE | $2,066 | $4,034-48.8% | $4,411-53.2% | $4,296-51.9% |
| Admin fee / account holder | $39,481 | $6,945+468.5% | $8,285+376.5% | $6,918+470.7% |