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 | $75,154 | $60,022+25.2% | $88,946-15.5% | $84,808-11.4% |
| Participation rate | 14.3% | 57.8%-43.6pp | 68.8%-54.6pp | 68.3%-54.0pp |
| Annual return | 12.71% | 22.43%-9.7pp | 57.82%-45.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $301 | $1,703-82.3% | $2,555-88.2% | $2,631-88.5% |
| Participant deferral / active EE | $860 | $3,114-72.4% | $4,581-81.2% | $4,212-79.6% |
| Admin fee / account holder | $1,294 | $4,811-73.1% | $8,261-84.3% | $7,344-82.4% |