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 | $107,997 | $84,233+28.2% | $170,442-36.6% | $70,131+54.0% |
| Participation rate | 58.9% | 70.8%-11.9pp | 83.6%-24.7pp | 69.5%-10.6pp |
| Annual return | 11.63% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,030 | $3,387-69.6% | $5,433-81.0% | $2,342-56.0% |
| Participant deferral / active EE | $3,070 | $3,086-0.5% | $4,939-37.8% | $3,332-7.8% |
| Admin fee / account holder | $2,333 | $5,698-59.1% | $13,880-83.2% | $4,645-49.8% |