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 | $77,876 | $70,669+10.2% | $169,368-54.0% | $75,163+3.6% |
| Participation rate | 69.4% | 64.8%+4.6pp | 77.1%-7.8pp | 67.2%+2.2pp |
| Annual return | 13.75% | 36.36%-22.6pp | 405.60%-391.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,776 | $2,211-19.7% | $4,013-55.7% | $2,670-33.5% |
| Participant deferral / active EE | $4,025 | $4,311-6.6% | $6,221-35.3% | $4,125-2.4% |
| Admin fee / account holder | $1,518 | $5,402-71.9% | $9,003-83.1% | $5,651-73.1% |