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 | $124,633 | $55,371+125.1% | $95,585+30.4% | $74,304+67.7% |
| Participation rate | 41.8% | 53.8%-12.0pp | 72.1%-30.2pp | 60.3%-18.5pp |
| Annual return | 12.14% | 24.26%-12.1pp | 38.56%-26.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,033 | $1,437-28.1% | $2,527-59.1% | $2,241-53.9% |
| Participant deferral / active EE | $2,641 | $2,955-10.6% | $4,023-34.4% | $3,767-29.9% |
| Admin fee / account holder | $16,389 | $2,620+525.4% | $6,127+167.5% | $2,969+452.0% |