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 | $113,931 | $109,413+4.1% | $156,263-27.1% | $84,808+34.3% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 7.61% | 20.18%-12.6pp | 59.47%-51.9pp | 40.90%-33.3pp |
| Employer contribution / active EE | $1,604 | $2,907-44.8% | $4,333-63.0% | $2,631-39.1% |
| Participant deferral / active EE | $3,382 | $4,590-26.3% | $6,158-45.1% | $4,212-19.7% |
| Admin fee / account holder | $33,882 | $9,357+262.1% | $14,255+137.7% | $7,344+361.4% |