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 | $134,231 | $80,717+66.3% | $154,803-13.3% | $84,808+58.3% |
| Participation rate | 57.8% | 66.8%-9.0pp | 78.1%-20.3pp | 68.3%-10.5pp |
| Annual return | 8.63% | 37.96%-29.3pp | 58.88%-50.2pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,110 | $2,761-23.6% | $4,305-51.0% | $2,631-19.8% |
| Participant deferral / active EE | $5,245 | $3,303+58.8% | $5,540-5.3% | $4,212+24.5% |
| Admin fee / account holder | $48,652 | $6,746+621.2% | $14,329+239.5% | $7,344+562.5% |