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 | $157,046 | $148,978+5.4% | $200,582-21.7% | $84,808+85.2% |
| Participation rate | 65.1% | 84.2%-19.1pp | 86.9%-21.8pp | 68.3%-3.2pp |
| Annual return | 13.02% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,745 | $4,815-63.8% | $6,419-72.8% | $2,631-33.7% |
| Participant deferral / active EE | $3,866 | $7,142-45.9% | $9,331-58.6% | $4,212-8.2% |
| Admin fee / account holder | $20,059 | $13,977+43.5% | $16,305+23.0% | $7,344+173.1% |