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 | $107,125 | $81,248+31.8% | $155,509-31.1% | $80,856+32.5% |
| Participation rate | 55.9% | 66.2%-10.3pp | 78.2%-22.3pp | 67.6%-11.8pp |
| Annual return | 10.01% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,987 | $3,100+28.6% | $4,672-14.7% | $2,755+44.7% |
| Participant deferral / active EE | $5,144 | $3,452+49.0% | $5,626-8.6% | $4,296+19.7% |
| Admin fee / account holder | $19,225 | $7,997+140.4% | $15,912+20.8% | $6,918+177.9% |