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 | $78,881 | $57,281+37.7% | $86,612-8.9% | $75,163+4.9% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 5.24% | 2670.75%-2665.5pp | 591.07%-585.8pp | 160.62%-155.4pp |
| Employer contribution / active EE | $1,718 | $2,314-25.8% | $3,022-43.2% | $2,670-35.7% |
| Participant deferral / active EE | $3,586 | $3,318+8.1% | $4,438-19.2% | $4,125-13.1% |
| Admin fee / account holder | $2,281 | $4,112-44.5% | $5,614-59.4% | $5,651-59.6% |