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 | $82,936 | $83,477-0.6% | $125,175-33.7% | $72,985+13.6% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 4.72% | 25.78%-21.1pp | 43.79%-39.1pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,504 | $2,345+6.8% | $3,865-35.2% | $2,440+2.6% |
| Participant deferral / active EE | $4,168 | $3,585+16.2% | $4,937-15.6% | $3,607+15.5% |
| Admin fee / account holder | $30,680 | $5,517+456.1% | $9,702+216.2% | $5,124+498.7% |