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 | $91,705 | $86,286+6.3% | $111,297-17.6% | $85,850+6.8% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 7.00% | 19.99%-13.0pp | 54.65%-47.7pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,034 | $2,043-49.4% | $2,731-62.1% | $2,565-59.7% |
| Participant deferral / active EE | $3,941 | $3,641+8.3% | $4,487-12.2% | $3,952-0.3% |
| Admin fee / account holder | $6,175 | $8,188-24.6% | $7,964-22.5% | $6,260-1.4% |