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 | $128,715 | $55,706+131.1% | $75,886+69.6% | $72,985+76.4% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.3%-17.7pp | 69.5%-17.9pp |
| Annual return | 10.91% | 27.59%-16.7pp | 30.76%-19.8pp | 81.00%-70.1pp |
| Employer contribution / active EE | $1,333 | $1,687-20.9% | $2,500-46.7% | $2,440-45.3% |
| Participant deferral / active EE | $2,437 | $2,634-7.5% | $3,603-32.4% | $3,607-32.4% |
| Admin fee / account holder | $16,972 | $3,978+326.6% | $5,418+213.2% | $5,124+231.2% |