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 | $115,881 | $80,717+43.6% | $154,803-25.1% | $84,808+36.6% |
| Participation rate | 68.8% | 66.8%+1.9pp | 78.1%-9.3pp | 68.3%+0.4pp |
| Annual return | 13.08% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,692 | $2,761+33.7% | $4,305-14.2% | $2,631+40.3% |
| Participant deferral / active EE | $5,509 | $3,303+66.8% | $5,540-0.6% | $4,212+30.8% |
| Admin fee / account holder | $7,872 | $6,746+16.7% | $14,329-45.1% | $7,344+7.2% |