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 8-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 | $110,507 | $95,803+15.3% | $113,168-2.4% | $84,808+30.3% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | -6.17% | 25.00%-31.2pp | 24.27%-30.4pp | 40.90%-47.1pp |
| Employer contribution / active EE | $2,485 | $2,360+5.3% | $2,975-16.5% | $2,631-5.5% |
| Participant deferral / active EE | $6,897 | $4,242+62.6% | $5,107+35.1% | $4,212+63.8% |
| Admin fee / account holder | $10,169 | $8,989+13.1% | $12,068-15.7% | $7,344+38.5% |