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 | $91,206 | $69,977+30.3% | $108,579-16.0% | $62,891+45.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 3.81% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,740 | $2,135+28.3% | $3,758-27.1% | $2,281+20.1% |
| Participant deferral / active EE | $5,001 | $3,165+58.0% | $4,311+16.0% | $3,203+56.2% |
| Admin fee / account holder | $11,973 | $5,076+135.8% | $7,645+56.6% | $4,296+178.7% |