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 | $120,686 | $109,881+9.8% | $150,045-19.6% | $84,808+42.3% |
| Participation rate | 51.6% | 76.1%-24.5pp | 82.3%-30.7pp | 68.3%-16.7pp |
| Annual return | 13.45% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,026 | $3,561-43.1% | $4,693-56.8% | $2,631-23.0% |
| Participant deferral / active EE | $5,412 | $6,636-18.4% | $7,997-32.3% | $4,212+28.5% |
| Admin fee / account holder | $52,739 | $8,568+515.5% | $13,435+292.6% | $7,344+618.1% |