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 | $130,964 | $100,923+29.8% | $150,045-12.7% | $74,304+76.3% |
| Participation rate | 62.6% | 70.1%-7.5pp | 82.3%-19.7pp | 60.3%+2.3pp |
| Annual return | 11.68% | 51.77%-40.1pp | 62.55%-50.9pp | 29.43%-17.7pp |
| Employer contribution / active EE | $3,110 | $3,463-10.2% | $4,693-33.7% | $2,241+38.8% |
| Participant deferral / active EE | $5,292 | $6,709-21.1% | $7,997-33.8% | $3,767+40.5% |
| Admin fee / account holder | $7,449 | $2,767+169.2% | $13,435-44.6% | $2,969+150.9% |