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 | $111,592 | $89,753+24.3% | $107,525+3.8% | $84,808+31.6% |
| Participation rate | 57.4% | 68.1%-10.7pp | 75.1%-17.7pp | 68.3%-10.9pp |
| Annual return | 9.78% | 29.48%-19.7pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,386 | $3,113-55.5% | $3,754-63.1% | $2,631-47.3% |
| Participant deferral / active EE | $2,715 | $4,056-33.1% | $5,116-46.9% | $4,212-35.5% |
| Admin fee / account holder | $12,406 | $7,222+71.8% | $8,919+39.1% | $7,344+68.9% |