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 | $110,446 | $96,484+14.5% | $156,263-29.3% | $74,304+48.6% |
| Participation rate | 48.0% | 67.7%-19.6pp | 78.9%-30.9pp | 60.3%-12.3pp |
| Annual return | 12.30% | 17.73%-5.4pp | 59.47%-47.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,269 | $2,528-49.8% | $4,333-70.7% | $2,241-43.4% |
| Participant deferral / active EE | $2,928 | $4,286-31.7% | $6,158-52.5% | $3,767-22.3% |
| Admin fee / account holder | $18,562 | $3,728+397.9% | $14,255+30.2% | $2,969+525.2% |