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 | $98,204 | $78,422+25.2% | $95,952+2.3% | $79,858+23.0% |
| Participation rate | 64.1% | 73.5%-9.4pp | 77.1%-13.0pp | 69.6%-5.5pp |
| Annual return | 1.00% | 19.37%-18.4pp | 91.61%-90.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $2,785 | $1,945+43.2% | $2,541+9.6% | $2,471+12.7% |
| Participant deferral / active EE | $5,133 | $3,440+49.2% | $4,167+23.2% | $3,740+37.2% |
| Admin fee / account holder | $3,344 | $5,622-40.5% | $6,795-50.8% | $5,306-37.0% |