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 | $112,404 | $74,927+50.0% | $101,794+10.4% | $84,808+32.5% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.2%-1.2pp | 68.3%-0.3pp |
| Annual return | 7.99% | 18.70%-10.7pp | 30.53%-22.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $905 | $1,522-40.5% | $2,289-60.4% | $2,631-65.6% |
| Participant deferral / active EE | $5,656 | $3,099+82.5% | $4,084+38.5% | $4,212+34.3% |
| Admin fee / account holder | $30,727 | $6,514+371.7% | $8,777+250.1% | $7,344+318.4% |