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 | $115,805 | $58,851+96.8% | $115,157+0.6% | $72,985+58.7% |
| Participation rate | 61.5% | 65.5%-4.0pp | 75.9%-14.4pp | 69.5%-7.9pp |
| Annual return | 11.81% | 23.16%-11.3pp | 35.60%-23.8pp | 81.00%-69.2pp |
| Employer contribution / active EE | $1,299 | $1,798-27.8% | $3,179-59.1% | $2,440-46.8% |
| Participant deferral / active EE | $3,417 | $2,643+29.3% | $4,168-18.0% | $3,607-5.3% |
| Admin fee / account holder | $11,307 | $6,370+77.5% | $7,088+59.5% | $5,124+120.7% |