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 | $103,773 | $65,041+59.5% | $90,951+14.1% | $79,858+29.9% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.0%-1.0pp | 69.6%-1.6pp |
| Annual return | 10.09% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $810 | $1,247-35.1% | $2,122-61.8% | $2,471-67.2% |
| Participant deferral / active EE | $4,041 | $2,512+60.9% | $3,373+19.8% | $3,740+8.1% |
| Admin fee / account holder | $15,965 | $4,536+251.9% | $5,959+167.9% | $5,306+200.9% |