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 | $110,186 | $54,705+101.4% | $71,209+54.7% | $84,808+29.9% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.8%-13.8pp | 68.3%-8.3pp |
| Annual return | 10.97% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,669 | $2,158+23.7% | $2,721-1.9% | $2,631+1.4% |
| Participant deferral / active EE | $4,457 | $3,030+47.1% | $4,175+6.7% | $4,212+5.8% |
| Admin fee / account holder | $40,111 | $4,863+724.7% | $5,349+649.9% | $7,344+446.2% |