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 | $141,016 | $89,753+57.1% | $107,525+31.1% | $84,808+66.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 11.76% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,864 | $3,113-40.1% | $3,754-50.3% | $2,631-29.2% |
| Participant deferral / active EE | $4,466 | $4,056+10.1% | $5,116-12.7% | $4,212+6.0% |
| Admin fee / account holder | $2,902 | $7,222-59.8% | $8,919-67.5% | $7,344-60.5% |