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 | $110,915 | $86,944+27.6% | $107,525+3.2% | $74,304+49.3% |
| Participation rate | 50.8% | 59.6%-8.8pp | 75.1%-24.3pp | 60.3%-9.6pp |
| Annual return | 11.44% | 23.52%-12.1pp | 181.32%-169.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,509 | $2,757-45.3% | $3,754-59.8% | $2,241-32.7% |
| Participant deferral / active EE | $4,565 | $3,554+28.4% | $5,116-10.8% | $3,767+21.2% |
| Admin fee / account holder | $11,593 | $3,727+211.1% | $8,919+30.0% | $2,969+290.5% |