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 | $110,421 | $81,460+35.6% | $103,333+6.9% | $80,856+36.6% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 7.90% | 25.55%-17.7pp | 24.88%-17.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,743 | $3,105-11.7% | $3,868-29.1% | $2,755-0.4% |
| Participant deferral / active EE | $6,184 | $3,869+59.8% | $5,057+22.3% | $4,296+44.0% |
| Admin fee / account holder | $6,142 | $6,566-6.5% | $8,355-26.5% | $6,918-11.2% |