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 | $106,360 | $56,053+89.7% | $75,972+40.0% | $80,856+31.5% |
| Participation rate | 61.8% | 62.0%-0.3pp | 69.1%-7.3pp | 67.6%-5.9pp |
| Annual return | 8.68% | 20.53%-11.8pp | 359.55%-350.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,050 | $3,052-0.1% | $4,255-28.3% | $4,296-29.0% |
| Admin fee / account holder | $502 | $5,234-90.4% | $6,467-92.2% | $6,918-92.7% |