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 8-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 | $103,006 | $64,839+58.9% | $95,585+7.8% | $84,808+21.5% |
| Participation rate | 69.0% | 63.8%+5.1pp | 72.1%-3.1pp | 68.3%+0.7pp |
| Annual return | 12.46% | -670.96%+683.4pp | 38.56%-26.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,881 | $1,759+6.9% | $2,527-25.6% | $2,631-28.5% |
| Participant deferral / active EE | $4,833 | $2,965+63.0% | $4,023+20.2% | $4,212+14.8% |
| Admin fee / account holder | $5,544 | $5,964-7.0% | $6,127-9.5% | $7,344-24.5% |