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 | $100,114 | $89,753+11.5% | $107,525-6.9% | $84,808+18.0% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 3.77% | 29.48%-25.7pp | 181.32%-177.5pp | 40.90%-37.1pp |
| Employer contribution / active EE | $1,769 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $5,066 | $4,056+24.9% | $5,116-1.0% | $4,212+20.3% |
| Admin fee / account holder | $10,589 | $7,222+46.6% | $8,919+18.7% | $7,344+44.2% |