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 | $103,108 | $69,977+47.3% | $108,579-5.0% | $62,891+63.9% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 1.96% | 10.73%-8.8pp | -51.70%+53.7pp | 20.14%-18.2pp |
| Employer contribution / active EE | $867 | $2,135-59.4% | $3,758-76.9% | $2,281-62.0% |
| Participant deferral / active EE | $3,706 | $3,165+17.1% | $4,311-14.0% | $3,203+15.7% |
| Admin fee / account holder | $2,701 | $5,076-46.8% | $7,645-64.7% | $4,296-37.1% |