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 | $124,169 | $78,926+57.3% | $136,749-9.2% | $84,808+46.4% |
| Participation rate | 38.8% | 62.2%-23.4pp | 72.1%-33.4pp | 68.3%-29.5pp |
| Annual return | 12.04% | 18.17%-6.1pp | 24.33%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,275 | $2,134-40.2% | $3,400-62.5% | $2,631-51.5% |
| Participant deferral / active EE | $2,403 | $3,168-24.2% | $4,692-48.8% | $4,212-43.0% |
| Admin fee / account holder | $26,917 | $6,369+322.6% | $11,386+136.4% | $7,344+266.5% |