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 | $81,873 | $70,428+16.3% | $96,562-15.2% | $85,850-4.6% |
| Participation rate | 56.8% | 61.8%-5.0pp | 69.8%-13.0pp | 69.3%-12.5pp |
| Annual return | 6.73% | 18.59%-11.9pp | 37.78%-31.1pp | 318.53%-311.8pp |
| Employer contribution / active EE | $2,639 | $1,413+86.8% | $2,356+12.0% | $2,565+2.9% |
| Participant deferral / active EE | $3,532 | $2,894+22.0% | $3,849-8.2% | $3,952-10.6% |
| Admin fee / account holder | $1,366 | $4,997-72.7% | $6,181-77.9% | $6,260-78.2% |