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 | $123,436 | $54,541+126.3% | $78,778+56.7% | $70,131+76.0% |
| Participation rate | 68.8% | 60.8%+8.0pp | 69.2%-0.4pp | 69.5%-0.7pp |
| Annual return | 10.43% | 21.07%-10.6pp | 35.62%-25.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,117 | $1,089+94.5% | $1,986+6.6% | $2,342-9.6% |
| Participant deferral / active EE | $4,404 | $2,210+99.3% | $2,958+48.9% | $3,332+32.2% |
| Admin fee / account holder | $5,066 | $3,709+36.6% | $5,134-1.3% | $4,645+9.1% |