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 | $79,441 | $58,926+34.8% | $97,226-18.3% | $74,495+6.6% |
| Participation rate | 67.0% | 63.5%+3.5pp | 72.7%-5.7pp | 67.2%-0.2pp |
| Annual return | 8.59% | 16.04%-7.4pp | 75.13%-66.5pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $2,016 | $1,894+6.4% | $2,729-26.1% | $2,623-23.1% |
| Participant deferral / active EE | $4,441 | $3,664+21.2% | $4,264+4.2% | $4,346+2.2% |
| Admin fee / account holder | $14,042 | $1,974+611.5% | $5,654+148.4% | $1,942+623.2% |