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 | $111,947 | $109,881+1.9% | $150,045-25.4% | $84,808+32.0% |
| Participation rate | 62.3% | 76.1%-13.8pp | 82.3%-20.0pp | 68.3%-6.0pp |
| Annual return | 13.54% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,250 | $3,561-64.9% | $4,693-73.4% | $2,631-52.5% |
| Participant deferral / active EE | $6,712 | $6,636+1.1% | $7,997-16.1% | $4,212+59.4% |
| Admin fee / account holder | $2,316 | $8,568-73.0% | $13,435-82.8% | $7,344-68.5% |