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 | $95,797 | $109,359-12.4% | $162,163-40.9% | $72,985+31.3% |
| Participation rate | 53.4% | 84.3%-30.8pp | 87.6%-34.1pp | 69.5%-16.1pp |
| Annual return | 16.52% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,522 | $3,907-61.0% | $5,614-72.9% | $2,440-37.6% |
| Participant deferral / active EE | $2,979 | $5,481-45.7% | $7,298-59.2% | $3,607-17.4% |
| Admin fee / account holder | $3,658 | $7,972-54.1% | $10,843-66.3% | $5,124-28.6% |