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 7-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 | $122,521 | $58,208+110.5% | $81,812+49.8% | $80,856+51.5% |
| Participation rate | 28.6% | 63.4%-34.8pp | 72.3%-43.8pp | 67.6%-39.1pp |
| Annual return | 1.66% | 41.66%-40.0pp | 773.79%-772.1pp | 35.59%-33.9pp |
| Employer contribution / active EE | $719 | $2,340-69.3% | $2,912-75.3% | $2,755-73.9% |
| Participant deferral / active EE | $1,087 | $3,281-66.9% | $4,319-74.8% | $4,296-74.7% |
| Admin fee / account holder | $7,156 | $4,981+43.7% | $7,386-3.1% | $6,918+3.4% |