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 | $137,658 | $101,724+35.3% | $164,813-16.5% | $80,856+70.3% |
| Participation rate | 56.3% | 71.8%-15.5pp | 78.6%-22.3pp | 67.6%-11.3pp |
| Annual return | 9.15% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,262 | $2,953+10.5% | $4,341-24.8% | $2,755+18.4% |
| Participant deferral / active EE | $4,283 | $4,477-4.3% | $6,031-29.0% | $4,296-0.3% |
| Admin fee / account holder | $44,490 | $8,227+440.8% | $12,690+250.6% | $6,918+543.1% |