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 | $67,146 | $48,795+37.6% | $65,493+2.5% | $84,808-20.8% |
| Participation rate | 63.1% | 67.0%-3.9pp | 73.1%-10.0pp | 68.3%-5.2pp |
| Annual return | 5.73% | 20.20%-14.5pp | 982.45%-976.7pp | 40.90%-35.2pp |
| Employer contribution / active EE | $2,503 | $1,930+29.7% | $2,574-2.8% | $2,631-4.9% |
| Participant deferral / active EE | $2,563 | $2,928-12.5% | $3,961-35.3% | $4,212-39.1% |
| Admin fee / account holder | $48,992 | $3,877+1163.6% | $5,028+874.3% | $7,344+567.1% |