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 | $144,366 | $89,753+60.8% | $107,525+34.3% | $84,808+70.2% |
| Participation rate | 57.9% | 68.1%-10.2pp | 75.1%-17.2pp | 68.3%-10.4pp |
| Annual return | 12.21% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,745 | $3,113-43.9% | $3,754-53.5% | $2,631-33.7% |
| Participant deferral / active EE | $4,365 | $4,056+7.6% | $5,116-14.7% | $4,212+3.6% |
| Admin fee / account holder | $10,560 | $7,222+46.2% | $8,919+18.4% | $7,344+43.8% |