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 | $74,601 | $74,927-0.4% | $101,794-26.7% | $84,808-12.0% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.2%-4.8pp | 68.3%-3.9pp |
| Annual return | 11.31% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,139 | $1,522-25.2% | $2,289-50.3% | $2,631-56.7% |
| Participant deferral / active EE | $3,374 | $3,099+8.9% | $4,084-17.4% | $4,212-19.9% |
| Admin fee / account holder | $5,424 | $6,514-16.7% | $8,777-38.2% | $7,344-26.1% |