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 | $101,268 | $109,413-7.4% | $156,263-35.2% | $84,808+19.4% |
| Participation rate | 67.9% | 72.7%-4.8pp | 78.9%-11.1pp | 68.3%-0.5pp |
| Annual return | 12.33% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,370 | $2,907-52.9% | $4,333-68.4% | $2,631-47.9% |
| Participant deferral / active EE | $3,677 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $28,253 | $9,357+202.0% | $14,255+98.2% | $7,344+284.7% |