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 | $69,104 | $72,277-4.4% | $101,248-31.7% | $79,858-13.5% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 10.11% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,095 | $2,692-22.1% | $3,660-42.7% | $2,471-15.2% |
| Participant deferral / active EE | $5,352 | $3,282+63.1% | $4,370+22.5% | $3,740+43.1% |
| Admin fee / account holder | $23,058 | $4,400+424.0% | $5,945+287.8% | $5,306+334.5% |