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 | $132,457 | $80,717+64.1% | $154,803-14.4% | $84,808+56.2% |
| Participation rate | 38.9% | 66.8%-27.9pp | 78.1%-39.2pp | 68.3%-29.4pp |
| Annual return | 6.06% | 37.96%-31.9pp | 58.88%-52.8pp | 40.90%-34.8pp |
| Employer contribution / active EE | $1,044 | $2,761-62.2% | $4,305-75.8% | $2,631-60.3% |
| Participant deferral / active EE | $4,441 | $3,303+34.4% | $5,540-19.9% | $4,212+5.4% |
| Admin fee / account holder | $65,620 | $6,746+872.8% | $14,329+358.0% | $7,344+793.5% |