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 | $87,871 | $63,346+38.7% | $92,233-4.7% | $70,131+25.3% |
| Participation rate | 65.0% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 9.00% | 530.12%-521.1pp | 176.28%-167.3pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,595 | $2,471+5.0% | $3,679-29.5% | $2,342+10.8% |
| Participant deferral / active EE | $4,606 | $2,854+61.4% | $3,897+18.2% | $3,332+38.2% |
| Admin fee / account holder | $8,817 | $3,840+129.6% | $5,194+69.8% | $4,645+89.8% |