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 | $104,205 | $80,717+29.1% | $154,803-32.7% | $84,808+22.9% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.1pp | 68.3%-21.4pp |
| Annual return | 8.32% | 37.96%-29.6pp | 58.88%-50.6pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,102 | $2,761-23.9% | $4,305-51.2% | $2,631-20.1% |
| Participant deferral / active EE | $5,088 | $3,303+54.0% | $5,540-8.2% | $4,212+20.8% |
| Admin fee / account holder | $9,972 | $6,746+47.8% | $14,329-30.4% | $7,344+35.8% |