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 | $96,994 | $72,492+33.8% | $87,100+11.4% | $72,985+32.9% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.9%-45.6pp | 69.5%-38.2pp |
| Annual return | 14.64% | 24.46%-9.8pp | 28.19%-13.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,051 | $3,270-37.3% | $4,049-49.3% | $3,607-43.2% |
| Admin fee / account holder | $14,704 | $5,055+190.9% | $7,497+96.1% | $5,124+186.9% |