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 | $124,812 | $80,717+54.6% | $154,803-19.4% | $84,808+47.2% |
| Participation rate | 65.4% | 66.8%-1.4pp | 78.1%-12.7pp | 68.3%-2.9pp |
| Annual return | 11.47% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $887 | $6,746-86.9% | $14,329-93.8% | $7,344-87.9% |