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 | $93,595 | $89,753+4.3% | $107,525-13.0% | $84,808+10.4% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 12.07% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,662 | $3,113-14.5% | $3,754-29.1% | $2,631+1.2% |
| Participant deferral / active EE | $4,889 | $4,056+20.5% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $52,953 | $7,222+633.2% | $8,919+493.7% | $7,344+621.1% |