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 | $125,024 | $109,413+14.3% | $156,263-20.0% | $84,808+47.4% |
| Participation rate | 45.6% | 72.7%-27.1pp | 78.9%-33.3pp | 68.3%-22.7pp |
| Annual return | 11.35% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,238 | $2,907-57.4% | $4,333-71.4% | $2,631-52.9% |
| Participant deferral / active EE | $3,746 | $4,590-18.4% | $6,158-39.2% | $4,212-11.1% |
| Admin fee / account holder | $62,113 | $9,357+563.8% | $14,255+335.7% | $7,344+745.8% |