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 | $130,349 | $74,927+74.0% | $101,794+28.1% | $84,808+53.7% |
| Participation rate | 42.5% | 61.4%-18.9pp | 69.2%-26.7pp | 68.3%-25.8pp |
| Annual return | 8.53% | 18.70%-10.2pp | 30.53%-22.0pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,000 | $1,522-34.3% | $2,289-56.3% | $2,631-62.0% |
| Participant deferral / active EE | $1,561 | $3,099-49.6% | $4,084-61.8% | $4,212-62.9% |
| Admin fee / account holder | $10,862 | $6,514+66.8% | $8,777+23.8% | $7,344+47.9% |