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 | $91,485 | $76,367+19.8% | $93,606-2.3% | $72,985+25.3% |
| Participation rate | 69.8% | 71.7%-1.9pp | 75.8%-6.0pp | 69.5%+0.3pp |
| Annual return | 16.30% | 25.82%-9.5pp | 32.76%-16.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,290 | $3,538-7.0% | $4,069-19.1% | $3,607-8.8% |
| Admin fee / account holder | $10,135 | $6,838+48.2% | $7,888+28.5% | $5,124+97.8% |