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 | $126,148 | $95,266+32.4% | $82,389+53.1% | $142,382-11.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 8.96% | 25.74%-16.8pp | 28.67%-19.7pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,682 | $2,991-10.3% | $2,517+6.5% | $4,299-37.6% |
| Participant deferral / active EE | $7,192 | $4,809+49.6% | $4,155+73.1% | $6,507+10.5% |
| Admin fee / account holder | $7,241 | $8,563-15.4% | $7,231+0.1% | $12,624-42.6% |