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 | $86,004 | $49,915+72.3% | $154,803-44.4% | $74,304+15.7% |
| Participation rate | 60.2% | 54.0%+6.2pp | 78.1%-17.9pp | 60.3%-0.2pp |
| Annual return | 10.64% | 34.06%-23.4pp | 58.88%-48.2pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,563 | $1,611+59.0% | $4,305-40.5% | $2,241+14.3% |
| Participant deferral / active EE | $5,139 | $2,255+127.9% | $5,540-7.2% | $3,767+36.4% |
| Admin fee / account holder | $4,796 | $2,189+119.1% | $14,329-66.5% | $2,969+61.5% |