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 | $72,789 | $78,926-7.8% | $136,749-46.8% | $84,808-14.2% |
| Participation rate | 68.8% | 62.2%+6.6pp | 72.1%-3.4pp | 68.3%+0.4pp |
| Annual return | 10.80% | 18.17%-7.4pp | 24.33%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,029 | $2,134+41.9% | $3,400-10.9% | $2,631+15.1% |
| Participant deferral / active EE | $4,000 | $3,168+26.3% | $4,692-14.7% | $4,212-5.0% |
| Admin fee / account holder | $27,166 | $6,369+326.5% | $11,386+138.6% | $7,344+269.9% |