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 9-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 | $79,812 | $53,777+48.4% | $134,143-40.5% | $79,858-0.1% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 8.24% | 19.01%-10.8pp | 36.33%-28.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,757 | $1,321+33.0% | $3,704-52.6% | $2,471-28.9% |
| Participant deferral / active EE | $5,202 | $2,420+114.9% | $3,499+48.7% | $3,740+39.1% |
| Admin fee / account holder | $5,189 | $3,984+30.2% | $6,684-22.4% | $5,306-2.2% |