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 | $110,871 | $109,881+0.9% | $150,045-26.1% | $84,808+30.7% |
| Participation rate | 34.8% | 76.1%-41.3pp | 82.3%-47.5pp | 68.3%-33.5pp |
| Annual return | 12.17% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,579 | $3,561-55.7% | $4,693-66.3% | $2,631-40.0% |
| Participant deferral / active EE | $3,655 | $6,636-44.9% | $7,997-54.3% | $4,212-13.2% |
| Admin fee / account holder | $14,435 | $8,568+68.5% | $13,435+7.4% | $7,344+96.6% |