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 | $123,386 | $117,983+4.6% | $101,794+21.2% | $142,382-13.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 8.69% | 36.92%-28.2pp | 30.53%-21.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,095 | $2,773-60.5% | $2,289-52.1% | $4,299-74.5% |
| Participant deferral / active EE | $2,906 | $4,714-38.3% | $4,084-28.8% | $6,507-55.3% |
| Admin fee / account holder | $20,680 | $10,433+98.2% | $8,777+135.6% | $12,624+63.8% |