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 | $116,150 | $89,753+29.4% | $107,525+8.0% | $84,808+37.0% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 10.81% | 29.48%-18.7pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $995 | $3,113-68.0% | $3,754-73.5% | $2,631-62.2% |
| Participant deferral / active EE | $3,015 | $4,056-25.7% | $5,116-41.1% | $4,212-28.4% |
| Admin fee / account holder | $25,957 | $7,222+259.4% | $8,919+191.0% | $7,344+253.5% |