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 | $74,533 | $54,762+36.1% | $90,281-17.4% | $72,985+2.1% |
| Participation rate | 69.4% | 65.1%+4.3pp | 73.3%-3.8pp | 69.5%0pp |
| Annual return | 14.85% | 30.63%-15.8pp | 78.10%-63.3pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,829 | $2,092+35.2% | $2,854-0.9% | $2,440+16.0% |
| Participant deferral / active EE | $5,950 | $2,887+106.1% | $3,885+53.1% | $3,607+64.9% |
| Admin fee / account holder | $24,176 | $3,972+508.7% | $5,351+351.8% | $5,124+371.8% |