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 | $114,853 | $148,978-22.9% | $200,582-42.7% | $84,808+35.4% |
| Participation rate | 64.8% | 84.2%-19.4pp | 86.9%-22.1pp | 68.3%-3.5pp |
| Annual return | 12.85% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,000 | $4,815-37.7% | $6,419-53.3% | $2,631+14.0% |
| Participant deferral / active EE | $4,255 | $7,142-40.4% | $9,331-54.4% | $4,212+1.0% |
| Admin fee / account holder | $19,735 | $13,977+41.2% | $16,305+21.0% | $7,344+168.7% |