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 | $87,880 | $54,541+61.1% | $78,778+11.6% | $70,131+25.3% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 11.61% | 21.07%-9.5pp | 35.62%-24.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,917 | $1,089+76.1% | $1,986-3.4% | $2,342-18.1% |
| Participant deferral / active EE | $2,739 | $2,210+23.9% | $2,958-7.4% | $3,332-17.8% |
| Admin fee / account holder | $11,404 | $3,709+207.5% | $5,134+122.1% | $4,645+145.5% |