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 9-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 | $112,150 | $60,892+84.2% | $82,389+36.1% | $84,808+32.2% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 11.76% | 37.29%-25.5pp | 28.67%-16.9pp | 40.90%-29.1pp |
| Employer contribution / active EE | $382 | $1,779-78.6% | $2,517-84.8% | $2,631-85.5% |
| Participant deferral / active EE | $2,938 | $3,179-7.6% | $4,155-29.3% | $4,212-30.3% |
| Admin fee / account holder | $8,188 | $5,467+49.8% | $7,231+13.2% | $7,344+11.5% |