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 | $119,653 | $78,926+51.6% | $136,749-12.5% | $84,808+41.1% |
| Participation rate | 61.5% | 62.2%-0.6pp | 72.1%-10.6pp | 68.3%-6.8pp |
| Annual return | 5.65% | 18.17%-12.5pp | 24.33%-18.7pp | 40.90%-35.2pp |
| Employer contribution / active EE | $1,822 | $2,134-14.6% | $3,400-46.4% | $2,631-30.7% |
| Participant deferral / active EE | $5,435 | $3,168+71.5% | $4,692+15.8% | $4,212+29.0% |
| Admin fee / account holder | $4,381 | $6,369-31.2% | $11,386-61.5% | $7,344-40.3% |