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 | $109,223 | $80,968+34.9% | $96,544+13.1% | $75,163+45.3% |
| Participation rate | 41.2% | 71.8%-30.6pp | 76.0%-34.8pp | 67.2%-26.0pp |
| Annual return | 5.26% | 27.06%-21.8pp | 25.84%-20.6pp | 160.62%-155.4pp |
| Employer contribution / active EE | $1,446 | $2,282-36.6% | $2,965-51.2% | $2,670-45.8% |
| Participant deferral / active EE | $2,551 | $3,928-35.1% | $4,851-47.4% | $4,125-38.2% |
| Admin fee / account holder | $1,265 | $6,724-81.2% | $8,252-84.7% | $5,651-77.6% |