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 | $82,002 | $53,777+52.5% | $134,143-38.9% | $79,858+2.7% |
| Participation rate | 69.2% | 58.8%+10.5pp | 72.2%-2.9pp | 69.6%-0.4pp |
| Annual return | 10.20% | 19.01%-8.8pp | 36.33%-26.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,709 | $1,321+29.4% | $3,704-53.8% | $2,471-30.8% |
| Participant deferral / active EE | $3,516 | $2,420+45.3% | $3,499+0.5% | $3,740-6.0% |
| Admin fee / account holder | $655 | $3,984-83.5% | $6,684-90.2% | $5,306-87.6% |