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 | $101,061 | $81,460+24.1% | $103,333-2.2% | $80,856+25.0% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 9.41% | 25.55%-16.1pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,373 | $3,105-23.6% | $3,868-38.6% | $2,755-13.9% |
| Participant deferral / active EE | $3,899 | $3,869+0.8% | $5,057-22.9% | $4,296-9.2% |
| Admin fee / account holder | $3,395 | $6,566-48.3% | $8,355-59.4% | $6,918-50.9% |