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 | $133,233 | $81,460+63.6% | $103,333+28.9% | $80,856+64.8% |
| Participation rate | 40.4% | 66.8%-26.5pp | 74.5%-34.2pp | 67.6%-27.3pp |
| Annual return | 10.37% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,476 | $3,105-52.5% | $3,868-61.8% | $2,755-46.4% |
| Participant deferral / active EE | $3,336 | $3,869-13.8% | $5,057-34.0% | $4,296-22.3% |
| Admin fee / account holder | $4,136 | $6,566-37.0% | $8,355-50.5% | $6,918-40.2% |