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 | $130,617 | $109,881+18.9% | $150,045-12.9% | $84,808+54.0% |
| Participation rate | 65.4% | 76.1%-10.7pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 13.49% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,570 | $3,561-55.9% | $4,693-66.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,983 | $6,636-40.0% | $7,997-50.2% | $4,212-5.4% |
| Admin fee / account holder | $8,731 | $8,568+1.9% | $13,435-35.0% | $7,344+18.9% |