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 | $119,320 | $99,341+20.1% | $84,750+40.8% | $273,961-56.4% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 0.58% | 22.93%-22.3pp | 22.78%-22.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,045 | $4,214-75.2% | $3,574-70.8% | $4,869-78.5% |
| Participant deferral / active EE | $3,615 | $4,269-15.3% | $3,712-2.6% | $5,287-31.6% |
| Admin fee / account holder | $4,165 | $6,644-37.3% | $5,332-21.9% | $10,132-58.9% |