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 | $142,646 | $94,625+50.7% | $116,228+22.7% | $84,808+68.2% |
| Participation rate | 61.8% | 70.4%-8.6pp | 74.6%-12.7pp | 68.3%-6.5pp |
| Annual return | 12.02% | 20.40%-8.4pp | 90.06%-78.0pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,235 | $2,347-47.4% | $2,994-58.8% | $2,631-53.1% |
| Participant deferral / active EE | $2,588 | $3,972-34.8% | $4,953-47.7% | $4,212-38.5% |
| Admin fee / account holder | $2,704 | $10,091-73.2% | $11,989-77.4% | $7,344-63.2% |