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 | $117,487 | $71,050+65.4% | $93,606+25.5% | $80,856+45.3% |
| Participation rate | 65.3% | 60.4%+4.9pp | 68.7%-3.4pp | 67.6%-2.3pp |
| Annual return | 6.78% | 11.26%-4.5pp | 133.20%-126.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $2,819 | $1,564+80.3% | $2,420+16.5% | $2,755+2.3% |
| Participant deferral / active EE | $4,924 | $4,034+22.1% | $4,411+11.6% | $4,296+14.6% |
| Admin fee / account holder | $10,050 | $6,945+44.7% | $8,285+21.3% | $6,918+45.3% |