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 | $98,584 | $89,753+9.8% | $107,525-8.3% | $84,808+16.2% |
| Participation rate | 53.7% | 68.1%-14.3pp | 75.1%-21.3pp | 68.3%-14.6pp |
| Annual return | 10.68% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,716 | $3,113-44.9% | $3,754-54.3% | $2,631-34.8% |
| Participant deferral / active EE | $4,638 | $4,056+14.4% | $5,116-9.3% | $4,212+10.1% |
| Admin fee / account holder | $2,928 | $7,222-59.5% | $8,919-67.2% | $7,344-60.1% |