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 | $111,736 | $109,881+1.7% | $150,045-25.5% | $84,808+31.8% |
| Participation rate | 55.9% | 76.1%-20.2pp | 82.3%-26.4pp | 68.3%-12.4pp |
| Annual return | 13.10% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,192 | $3,561-38.4% | $4,693-53.3% | $2,631-16.7% |
| Participant deferral / active EE | $4,287 | $6,636-35.4% | $7,997-46.4% | $4,212+1.8% |
| Admin fee / account holder | $50,718 | $8,568+491.9% | $13,435+277.5% | $7,344+590.6% |