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 | $82,492 | $63,346+30.2% | $92,233-10.6% | $70,131+17.6% |
| Participation rate | 65.4% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 11.97% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $815 | $2,471-67.0% | $3,679-77.8% | $2,342-65.2% |
| Participant deferral / active EE | $1,941 | $2,854-32.0% | $3,897-50.2% | $3,332-41.7% |
| Admin fee / account holder | $10,901 | $3,840+183.9% | $5,194+109.9% | $4,645+134.7% |