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 7-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 | $107,165 | $81,460+31.6% | $103,333+3.7% | $80,856+32.5% |
| Participation rate | 65.3% | 66.8%-1.5pp | 74.5%-9.2pp | 67.6%-2.3pp |
| Annual return | 8.90% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,802 | $3,105-42.0% | $3,868-53.4% | $2,755-34.6% |
| Participant deferral / active EE | $4,132 | $3,869+6.8% | $5,057-18.3% | $4,296-3.8% |
| Admin fee / account holder | $2,592 | $6,566-60.5% | $8,355-69.0% | $6,918-62.5% |