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 | $165,011 | $86,929+89.8% | $102,423+61.1% | $80,856+104.1% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.5pp | 67.6%-14.7pp |
| Annual return | 9.52% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,077 | $2,369-54.5% | $3,023-64.4% | $2,755-60.9% |
| Participant deferral / active EE | $1,851 | $4,118-55.0% | $5,053-63.4% | $4,296-56.9% |
| Admin fee / account holder | $1,863 | $8,049-76.9% | $9,451-80.3% | $6,918-73.1% |