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 | $128,258 | $80,673+59.0% | $101,326+26.6% | $84,808+51.2% |
| Participation rate | 69.8% | 77.8%-8.0pp | 81.5%-11.7pp | 68.3%+1.5pp |
| Annual return | 13.34% | 38.95%-25.6pp | 36.82%-23.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,282 | $2,698-52.5% | $3,665-65.0% | $2,631-51.3% |
| Participant deferral / active EE | $5,865 | $6,840-14.3% | $7,994-26.6% | $4,212+39.3% |
| Admin fee / account holder | $5,272 | $12,784-58.8% | $11,185-52.9% | $7,344-28.2% |