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 7-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 | $85,138 | $80,968+5.1% | $96,544-11.8% | $75,163+13.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 10.54% | 27.06%-16.5pp | 25.84%-15.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,304 | $2,282-42.8% | $2,965-56.0% | $2,670-51.1% |
| Participant deferral / active EE | $2,463 | $3,928-37.3% | $4,851-49.2% | $4,125-40.3% |
| Admin fee / account holder | $1,625 | $6,724-75.8% | $8,252-80.3% | $5,651-71.2% |