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 | $111,106 | $109,881+1.1% | $150,045-26.0% | $84,808+31.0% |
| Participation rate | 58.3% | 76.1%-17.8pp | 82.3%-24.0pp | 68.3%-10.0pp |
| Annual return | 13.95% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,173 | $3,561-67.1% | $4,693-75.0% | $2,631-55.4% |
| Participant deferral / active EE | $3,698 | $6,636-44.3% | $7,997-53.8% | $4,212-12.2% |
| Admin fee / account holder | $79,457 | $8,568+827.4% | $13,435+491.4% | $7,344+982.0% |