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 | $98,117 | $72,277+35.8% | $101,248-3.1% | $79,858+22.9% |
| Participation rate | 41.1% | 68.5%-27.4pp | 75.8%-34.7pp | 69.6%-28.6pp |
| Annual return | 9.34% | 22.30%-13.0pp | 46.47%-37.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,150 | $2,692-57.3% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $1,382 | $3,282-57.9% | $4,370-68.4% | $3,740-63.1% |
| Admin fee / account holder | $3,061 | $4,400-30.4% | $5,945-48.5% | $5,306-42.3% |