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 | $83,419 | $93,571-10.8% | $135,903-38.6% | $75,163+11.0% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 12.49% | 30.90%-18.4pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,745 | $3,537-22.4% | $4,856-43.5% | $2,670+2.8% |
| Participant deferral / active EE | $5,705 | $6,404-10.9% | $7,758-26.5% | $4,125+38.3% |
| Admin fee / account holder | $15,241 | $6,975+118.5% | $10,762+41.6% | $5,651+169.7% |