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 | $109,442 | $69,515+57.4% | $86,874+26.0% | $85,850+27.5% |
| Participation rate | 65.7% | 66.3%-0.6pp | 71.6%-5.9pp | 69.3%-3.6pp |
| Annual return | 10.55% | 20.12%-9.6pp | 63.52%-53.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $842 | $1,880-55.2% | $2,495-66.2% | $2,565-67.2% |
| Participant deferral / active EE | $3,734 | $2,919+27.9% | $3,699+0.9% | $3,952-5.5% |
| Admin fee / account holder | $6,386 | $5,972+6.9% | $5,828+9.6% | $6,260+2.0% |