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 | $148,586 | $60,892+144.0% | $82,389+80.3% | $84,808+75.2% |
| Participation rate | 51.2% | 63.3%-12.1pp | 69.5%-18.4pp | 68.3%-17.1pp |
| Annual return | 9.49% | 37.29%-27.8pp | 28.67%-19.2pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,337 | $1,779-24.8% | $2,517-46.9% | $2,631-49.2% |
| Participant deferral / active EE | $2,917 | $3,179-8.2% | $4,155-29.8% | $4,212-30.7% |
| Admin fee / account holder | $425 | $5,467-92.2% | $7,231-94.1% | $7,344-94.2% |