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 | $68,889 | $65,561+5.1% | $86,188-20.1% | $75,163-8.3% |
| Participation rate | 63.6% | 60.5%+3.1pp | 69.0%-5.3pp | 67.2%-3.6pp |
| Annual return | 11.50% | 46.05%-34.6pp | 1168.45%-1156.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,426 | $1,553-8.2% | $2,380-40.1% | $2,670-46.6% |
| Participant deferral / active EE | $4,211 | $3,024+39.3% | $3,985+5.7% | $4,125+2.1% |
| Admin fee / account holder | $834 | $5,474-84.8% | $6,852-87.8% | $5,651-85.2% |