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 | $162,475 | $80,717+101.3% | $154,803+5.0% | $84,808+91.6% |
| Participation rate | 59.5% | 66.8%-7.4pp | 78.1%-18.6pp | 68.3%-8.9pp |
| Annual return | 10.67% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,133 | $2,761-59.0% | $4,305-73.7% | $2,631-56.9% |
| Participant deferral / active EE | $4,392 | $3,303+33.0% | $5,540-20.7% | $4,212+4.3% |
| Admin fee / account holder | $2,647 | $6,746-60.8% | $14,329-81.5% | $7,344-63.9% |