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 | $125,832 | $76,367+64.8% | $93,606+34.4% | $72,985+72.4% |
| Participation rate | 56.9% | 71.7%-14.8pp | 75.8%-18.9pp | 69.5%-12.5pp |
| Annual return | 1.85% | 25.82%-24.0pp | 32.76%-30.9pp | 81.00%-79.2pp |
| Employer contribution / active EE | $1,212 | $2,275-46.7% | $2,718-55.4% | $2,440-50.3% |
| Participant deferral / active EE | $3,597 | $3,538+1.7% | $4,069-11.6% | $3,607-0.3% |
| Admin fee / account holder | $7,948 | $6,838+16.2% | $7,888+0.8% | $5,124+55.1% |