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 | $107,981 | $77,314+39.7% | $177,989-39.3% | $80,856+33.5% |
| Participation rate | 51.4% | 65.7%-14.3pp | 77.1%-25.7pp | 67.6%-16.2pp |
| Annual return | 8.88% | 18.09%-9.2pp | 294.48%-285.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,423 | $2,292-37.9% | $3,949-64.0% | $2,755-48.4% |
| Participant deferral / active EE | $3,172 | $4,411-28.1% | $6,276-49.5% | $4,296-26.2% |
| Admin fee / account holder | $4,050 | $7,191-43.7% | $10,363-60.9% | $6,918-41.5% |