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 | $66,822 | $66,402+0.6% | $109,895-39.2% | $85,850-22.2% |
| Participation rate | 64.5% | 63.9%+0.7pp | 74.2%-9.7pp | 69.3%-4.8pp |
| Annual return | 11.10% | 19.59%-8.5pp | 29.45%-18.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $867 | $1,687-48.6% | $2,842-69.5% | $2,565-66.2% |
| Participant deferral / active EE | $3,598 | $2,842+26.6% | $4,048-11.1% | $3,952-9.0% |
| Admin fee / account holder | $2,599 | $4,557-43.0% | $6,066-57.2% | $6,260-58.5% |