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 | $169,248 | $117,983+43.5% | $101,794+66.3% | $142,382+18.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 5.59% | 36.92%-31.3pp | 30.53%-24.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,527 | $2,773-8.9% | $2,289+10.4% | $4,299-41.2% |
| Participant deferral / active EE | $6,902 | $4,714+46.4% | $4,084+69.0% | $6,507+6.1% |
| Admin fee / account holder | $2,277 | $10,433-78.2% | $8,777-74.1% | $12,624-82.0% |