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 | $116,886 | $80,968+44.4% | $96,544+21.1% | $75,163+55.5% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.3pp |
| Annual return | 12.25% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,669 | $2,282-26.9% | $2,965-43.7% | $2,670-37.5% |
| Participant deferral / active EE | $4,754 | $3,928+21.0% | $4,851-2.0% | $4,125+15.3% |
| Admin fee / account holder | $25,528 | $6,724+279.6% | $8,252+209.3% | $5,651+351.7% |