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 | $127,493 | $90,745+40.5% | $130,231-2.1% | $75,163+69.6% |
| Participation rate | 57.3% | 71.1%-13.7pp | 76.3%-18.9pp | 67.2%-9.9pp |
| Annual return | 12.30% | 34.45%-22.2pp | 38.77%-26.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,964 | $3,314-40.7% | $4,126-52.4% | $2,670-26.4% |
| Participant deferral / active EE | $4,381 | $5,362-18.3% | $6,799-35.6% | $4,125+6.2% |
| Admin fee / account holder | $3,811 | $6,331-39.8% | $6,020-36.7% | $5,651-32.6% |