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 | $121,043 | $86,286+40.3% | $111,297+8.8% | $85,850+41.0% |
| Participation rate | 68.5% | 73.3%-4.8pp | 77.3%-8.8pp | 69.3%-0.8pp |
| Annual return | 10.89% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $553 | $2,043-72.9% | $2,731-79.8% | $2,565-78.5% |
| Participant deferral / active EE | $5,458 | $3,641+49.9% | $4,487+21.6% | $3,952+38.1% |
| Admin fee / account holder | $1,305 | $8,188-84.1% | $7,964-83.6% | $6,260-79.1% |