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 | $125,033 | $109,413+14.3% | $156,263-20.0% | $84,808+47.4% |
| Participation rate | 69.2% | 72.7%-3.5pp | 78.9%-9.7pp | 68.3%+0.9pp |
| Annual return | 12.22% | 20.18%-8.0pp | 59.47%-47.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $908 | $2,907-68.8% | $4,333-79.0% | $2,631-65.5% |
| Participant deferral / active EE | $2,428 | $4,590-47.1% | $6,158-60.6% | $4,212-42.4% |
| Admin fee / account holder | $1,378 | $9,357-85.3% | $14,255-90.3% | $7,344-81.2% |