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 | $119,090 | $60,892+95.6% | $82,389+44.5% | $84,808+40.4% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 11.55% | 37.29%-25.7pp | 28.67%-17.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,783 | $1,779+0.2% | $2,517-29.2% | $2,631-32.2% |
| Participant deferral / active EE | $2,489 | $3,179-21.7% | $4,155-40.1% | $4,212-40.9% |
| Admin fee / account holder | $14,748 | $5,467+169.7% | $7,231+104.0% | $7,344+100.8% |