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 | $145,354 | $124,881+16.4% | $209,409-30.6% | $116,875+24.4% |
| Participation rate | 65.6% | 75.8%-10.1pp | 80.4%-14.7pp | 74.5%-8.9pp |
| Annual return | 9.57% | 14.56%-5.0pp | 159.49%-149.9pp | 16.29%-6.7pp |
| Employer contribution / active EE | $1,330 | $2,588-48.6% | $5,035-73.6% | $3,288-59.5% |
| Participant deferral / active EE | $2,387 | $3,793-37.1% | $4,230-43.6% | $3,885-38.6% |
| Admin fee / account holder | $14,642 | $12,933+13.2% | $16,474-11.1% | $12,263+19.4% |