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 | $67,173 | $57,828+16.2% | $117,039-42.6% | $70,131-4.2% |
| Participation rate | 57.5% | 67.1%-9.6pp | 77.2%-19.7pp | 69.5%-12.0pp |
| Annual return | 10.06% | 17.55%-7.5pp | 18.95%-8.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,267 | $1,816+24.8% | $3,785-40.1% | $2,342-3.2% |
| Participant deferral / active EE | $1,776 | $2,438-27.1% | $3,929-54.8% | $3,332-46.7% |
| Admin fee / account holder | $15,072 | $3,548+324.8% | $5,974+152.3% | $4,645+224.5% |