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 | $136,235 | $89,753+51.8% | $107,525+26.7% | $84,808+60.6% |
| Participation rate | 51.6% | 68.1%-16.4pp | 75.1%-23.5pp | 68.3%-16.7pp |
| Annual return | 4.46% | 29.48%-25.0pp | 181.32%-176.9pp | 40.90%-36.4pp |
| Employer contribution / active EE | $1,505 | $3,113-51.7% | $3,754-59.9% | $2,631-42.8% |
| Participant deferral / active EE | $2,412 | $4,056-40.5% | $5,116-52.9% | $4,212-42.7% |
| Admin fee / account holder | $2,153 | $7,222-70.2% | $8,919-75.9% | $7,344-70.7% |