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 | $61,290 | $57,016+7.5% | $84,966-27.9% | $80,856-24.2% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 8.71% | 21.66%-12.9pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,393 | $1,798+33.1% | $2,727-12.3% | $2,755-13.1% |
| Participant deferral / active EE | $4,520 | $3,110+45.4% | $4,5190% | $4,296+5.2% |
| Admin fee / account holder | $24,832 | $4,980+398.6% | $6,149+303.9% | $6,918+258.9% |