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 | $150,064 | $96,484+55.5% | $156,263-4.0% | $74,304+102.0% |
| Participation rate | 66.7% | 67.7%-1.0pp | 78.9%-12.2pp | 60.3%+6.3pp |
| Annual return | 11.45% | 17.73%-6.3pp | 59.47%-48.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,620 | $2,528-35.9% | $4,333-62.6% | $2,241-27.7% |
| Participant deferral / active EE | $3,104 | $4,286-27.6% | $6,158-49.6% | $3,767-17.6% |
| Admin fee / account holder | $15,000 | $3,728+302.4% | $14,255+5.2% | $2,969+405.3% |