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 | $110,315 | $109,881+0.4% | $150,045-26.5% | $84,808+30.1% |
| Participation rate | 60.8% | 76.1%-15.3pp | 82.3%-21.5pp | 68.3%-7.5pp |
| Annual return | 12.87% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,999 | $3,561+12.3% | $4,693-14.8% | $2,631+52.0% |
| Participant deferral / active EE | $5,407 | $6,636-18.5% | $7,997-32.4% | $4,212+28.4% |
| Admin fee / account holder | $26,255 | $8,568+206.4% | $13,435+95.4% | $7,344+257.5% |