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 | $115,187 | $54,705+110.6% | $71,209+61.8% | $84,808+35.8% |
| Participation rate | 60.7% | 64.1%-3.4pp | 73.8%-13.1pp | 68.3%-7.7pp |
| Annual return | 13.26% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,545 | $2,158+17.9% | $2,721-6.5% | $2,631-3.3% |
| Participant deferral / active EE | $5,209 | $3,030+71.9% | $4,175+24.8% | $4,212+23.7% |
| Admin fee / account holder | $9,747 | $4,863+100.4% | $5,349+82.2% | $7,344+32.7% |