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 | $119,911 | $179,726-33.3% | $156,263-23.3% | $142,382-15.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 4.07% | 77.86%-73.8pp | 59.47%-55.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,620 | $5,069-68.0% | $4,333-62.6% | $4,299-62.3% |
| Participant deferral / active EE | $3,912 | $6,956-43.8% | $6,158-36.5% | $6,507-39.9% |
| Admin fee / account holder | $98,393 | $17,272+469.7% | $14,255+590.3% | $12,624+679.4% |