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 | $116,523 | $96,484+20.8% | $156,263-25.4% | $74,304+56.8% |
| Participation rate | 58.3% | 67.7%-9.3pp | 78.9%-20.6pp | 60.3%-2.0pp |
| Annual return | 11.75% | 17.73%-6.0pp | 59.47%-47.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,268 | $4,286-47.1% | $6,158-63.2% | $3,767-39.8% |
| Admin fee / account holder | $12,161 | $3,728+226.2% | $14,255-14.7% | $2,969+309.6% |