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 | $128,406 | $78,672+63.2% | $109,143+17.7% | $85,850+49.6% |
| Participation rate | 65.0% | 68.3%-3.3pp | 75.9%-10.9pp | 69.3%-4.3pp |
| Annual return | 11.25% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,640 | $2,735-3.5% | $3,722-29.1% | $2,565+2.9% |
| Participant deferral / active EE | $5,450 | $3,467+57.2% | $4,653+17.1% | $3,952+37.9% |
| Admin fee / account holder | $6,081 | $5,469+11.2% | $6,752-9.9% | $6,260-2.9% |