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 | $106,710 | $74,927+42.4% | $101,794+4.8% | $84,808+25.8% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.2%-7.0pp | 68.3%-6.1pp |
| Annual return | 10.94% | 18.70%-7.8pp | 30.53%-19.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,225 | $1,522+177.6% | $2,289+84.6% | $2,631+60.6% |
| Participant deferral / active EE | $4,798 | $3,099+54.8% | $4,084+17.5% | $4,212+13.9% |
| Admin fee / account holder | $30,619 | $6,514+370.1% | $8,777+248.9% | $7,344+316.9% |