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 | $124,151 | $109,413+13.5% | $156,263-20.5% | $84,808+46.4% |
| Participation rate | 63.9% | 72.7%-8.8pp | 78.9%-15.0pp | 68.3%-4.4pp |
| Annual return | 12.10% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,027 | $2,907+4.1% | $4,333-30.1% | $2,631+15.0% |
| Participant deferral / active EE | $7,800 | $4,590+69.9% | $6,158+26.7% | $4,212+85.2% |
| Admin fee / account holder | $3,899 | $9,357-58.3% | $14,255-72.7% | $7,344-46.9% |