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 | $145,889 | $98,750+47.7% | $149,696-2.5% | $79,858+82.7% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.5%-18.1pp | 69.6%-5.2pp |
| Annual return | 2.64% | 27.43%-24.8pp | 276.60%-274.0pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,873 | $3,216-10.7% | $4,644-38.1% | $2,471+16.3% |
| Participant deferral / active EE | $5,069 | $5,680-10.8% | $6,842-25.9% | $3,740+35.5% |
| Admin fee / account holder | $15,017 | $6,053+148.1% | $9,309+61.3% | $5,306+183.0% |