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 | $131,971 | $115,770+14.0% | $101,248+30.3% | $158,922-17.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 1.05% | 56.14%-55.1pp | 46.47%-45.4pp | 302.83%-301.8pp |
| Employer contribution / active EE | $2,577 | $4,175-38.3% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $3,472 | $4,957-30.0% | $4,370-20.5% | $5,982-42.0% |
| Admin fee / account holder | $7,056 | $7,245-2.6% | $5,945+18.7% | $11,246-37.3% |