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 | $94,049 | $78,926+19.2% | $136,749-31.2% | $84,808+10.9% |
| Participation rate | 55.6% | 62.2%-6.6pp | 72.1%-16.6pp | 68.3%-12.8pp |
| Annual return | 12.20% | 18.17%-6.0pp | 24.33%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,108 | $2,134-1.2% | $3,400-38.0% | $2,631-19.9% |
| Participant deferral / active EE | $2,025 | $3,168-36.1% | $4,692-56.8% | $4,212-51.9% |
| Admin fee / account holder | $10,705 | $6,369+68.1% | $11,386-6.0% | $7,344+45.8% |