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 | $70,694 | $60,892+16.1% | $82,389-14.2% | $84,808-16.6% |
| Participation rate | 65.6% | 63.3%+2.4pp | 69.5%-3.9pp | 68.3%-2.7pp |
| Annual return | 7.87% | 37.29%-29.4pp | 28.67%-20.8pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,544 | $1,779+43.0% | $2,517+1.1% | $2,631-3.3% |
| Participant deferral / active EE | $5,540 | $3,179+74.3% | $4,155+33.3% | $4,212+31.5% |
| Admin fee / account holder | $17,338 | $5,467+217.1% | $7,231+139.8% | $7,344+136.1% |