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 | $102,909 | $78,422+31.2% | $95,952+7.3% | $79,858+28.9% |
| Participation rate | 68.7% | 73.5%-4.8pp | 77.1%-8.4pp | 69.6%-1.0pp |
| Annual return | 5.98% | 19.37%-13.4pp | 91.61%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,924 | $1,945-1.1% | $2,541-24.3% | $2,471-22.1% |
| Participant deferral / active EE | $2,498 | $3,440-27.4% | $4,167-40.1% | $3,740-33.2% |
| Admin fee / account holder | $6,278 | $5,622+11.7% | $6,795-7.6% | $5,306+18.3% |