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 | $122,178 | $109,881+11.2% | $150,045-18.6% | $84,808+44.1% |
| Participation rate | 64.5% | 76.1%-11.6pp | 82.3%-17.8pp | 68.3%-3.8pp |
| Annual return | 9.58% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,532 | $3,561-0.8% | $4,693-24.7% | $2,631+34.2% |
| Participant deferral / active EE | $4,761 | $6,636-28.3% | $7,997-40.5% | $4,212+13.1% |
| Admin fee / account holder | $95,489 | $8,568+1014.5% | $13,435+610.8% | $7,344+1200.3% |