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 | $108,013 | $58,208+85.6% | $81,812+32.0% | $80,856+33.6% |
| Participation rate | 69.4% | 63.4%+5.9pp | 72.3%-3.0pp | 67.6%+1.7pp |
| Annual return | 10.33% | 41.66%-31.3pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,405 | $2,340+2.8% | $2,912-17.4% | $2,755-12.7% |
| Participant deferral / active EE | $4,772 | $3,281+45.4% | $4,319+10.5% | $4,296+11.1% |
| Admin fee / account holder | $7,704 | $4,981+54.7% | $7,386+4.3% | $6,918+11.4% |