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 | $105,608 | $65,365+61.6% | $92,893+13.7% | $72,985+44.7% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 3.26% | 42.10%-38.8pp | 109.41%-106.2pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,517 | $2,594-41.5% | $3,653-58.5% | $2,440-37.8% |
| Participant deferral / active EE | $3,053 | $3,128-2.4% | $4,236-27.9% | $3,607-15.4% |
| Admin fee / account holder | $2,080 | $4,251-51.1% | $5,794-64.1% | $5,124-59.4% |