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 | $120,515 | $95,803+25.8% | $113,168+6.5% | $84,808+42.1% |
| Participation rate | 68.0% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.3pp |
| Annual return | 11.00% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,315 | $2,360-44.3% | $2,975-55.8% | $2,631-50.0% |
| Participant deferral / active EE | $4,301 | $4,242+1.4% | $5,107-15.8% | $4,212+2.1% |
| Admin fee / account holder | $20,621 | $8,989+129.4% | $12,068+70.9% | $7,344+180.8% |