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 | $100,318 | $101,724-1.4% | $164,813-39.1% | $80,856+24.1% |
| Participation rate | 67.1% | 71.8%-4.7pp | 78.6%-11.5pp | 67.6%-0.5pp |
| Annual return | 10.23% | 16.72%-6.5pp | 69.93%-59.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,573 | $2,953+54.8% | $4,341+5.4% | $2,755+66.0% |
| Participant deferral / active EE | $7,611 | $4,477+70.0% | $6,031+26.2% | $4,296+77.2% |
| Admin fee / account holder | $25,743 | $8,227+212.9% | $12,690+102.9% | $6,918+272.1% |