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 | $142,339 | $73,933+92.5% | $96,683+47.2% | $75,163+89.4% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 13.07% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,365 | $2,928-53.4% | $3,737-63.5% | $2,670-48.9% |
| Participant deferral / active EE | $4,490 | $3,659+22.7% | $4,878-8.0% | $4,125+8.8% |
| Admin fee / account holder | $3,087 | $5,216-40.8% | $6,730-54.1% | $5,651-45.4% |