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 | $104,548 | $64,919+61.0% | $392,568-73.4% | $65,185+60.4% |
| Participation rate | 56.9% | 72.0%-15.1pp | 78.1%-21.1pp | 70.2%-13.3pp |
| Annual return | 17.03% | 26.09%-9.1pp | 24.42%-7.4pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,296 | $2,374-45.4% | $3,783-65.8% | $2,177-40.5% |
| Participant deferral / active EE | $4,689 | $3,668+27.8% | $5,985-21.7% | $3,514+33.4% |
| Admin fee / account holder | $704 | $634+11.1% | $6,260-88.8% | $847-16.9% |