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 | $131,810 | $148,978-11.5% | $200,582-34.3% | $84,808+55.4% |
| Participation rate | 56.0% | 84.2%-28.2pp | 86.9%-30.9pp | 68.3%-12.3pp |
| Annual return | 11.66% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,864 | $4,815-61.3% | $6,419-71.0% | $2,631-29.1% |
| Participant deferral / active EE | $3,301 | $7,142-53.8% | $9,331-64.6% | $4,212-21.6% |
| Admin fee / account holder | $7,319 | $13,977-47.6% | $16,305-55.1% | $7,344-0.3% |