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 | $126,920 | $148,978-14.8% | $200,582-36.7% | $84,808+49.7% |
| Participation rate | 62.2% | 84.2%-22.1pp | 86.9%-24.7pp | 68.3%-6.1pp |
| Annual return | 12.66% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,998 | $4,815-58.5% | $6,419-68.9% | $2,631-24.1% |
| Participant deferral / active EE | $3,659 | $7,142-48.8% | $9,331-60.8% | $4,212-13.1% |
| Admin fee / account holder | $6,036 | $13,977-56.8% | $16,305-63.0% | $7,344-17.8% |