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 6-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 | $86,106 | $56,053+53.6% | $75,972+13.3% | $80,856+6.5% |
| Participation rate | 62.9% | 62.0%+0.9pp | 69.1%-6.2pp | 67.6%-4.8pp |
| Annual return | 9.58% | 20.53%-11.0pp | 359.55%-350.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,284 | $1,874+21.9% | $2,685-14.9% | $2,755-17.1% |
| Participant deferral / active EE | $5,192 | $3,052+70.1% | $4,255+22.0% | $4,296+20.9% |
| Admin fee / account holder | $6,383 | $5,234+22.0% | $6,467-1.3% | $6,918-7.7% |