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 | $160,251 | $95,803+67.3% | $113,168+41.6% | $84,808+89.0% |
| Participation rate | 46.9% | 72.9%-25.9pp | 76.6%-29.6pp | 68.3%-21.4pp |
| Annual return | 11.68% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,258 | $2,360-46.7% | $2,975-57.7% | $2,631-52.2% |
| Participant deferral / active EE | $3,923 | $4,242-7.5% | $5,107-23.2% | $4,212-6.8% |
| Admin fee / account holder | $20,427 | $8,989+127.2% | $12,068+69.3% | $7,344+178.2% |