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 | $62,937 | $48,795+29.0% | $65,493-3.9% | $84,808-25.8% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 10.68% | 20.20%-9.5pp | 982.45%-971.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,626 | $1,930-15.7% | $2,574-36.8% | $2,631-38.2% |
| Participant deferral / active EE | $3,235 | $2,928+10.5% | $3,961-18.3% | $4,212-23.2% |
| Admin fee / account holder | $2,288 | $3,877-41.0% | $5,028-54.5% | $7,344-68.8% |