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 | $135,367 | $96,484+40.3% | $156,263-13.4% | $74,304+82.2% |
| Participation rate | 67.5% | 67.7%-0.1pp | 78.9%-11.4pp | 60.3%+7.2pp |
| Annual return | 12.68% | 17.73%-5.1pp | 59.47%-46.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,809 | $2,528-28.4% | $4,333-58.2% | $2,241-19.3% |
| Participant deferral / active EE | $3,274 | $4,286-23.6% | $6,158-46.8% | $3,767-13.1% |
| Admin fee / account holder | $7,548 | $3,728+102.5% | $14,255-47.0% | $2,969+154.2% |