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 | $83,987 | $66,098+27.1% | $101,794-17.5% | $74,304+13.0% |
| Participation rate | 55.6% | 53.8%+1.8pp | 69.2%-13.6pp | 60.3%-4.8pp |
| Annual return | 1.99% | 19.59%-17.6pp | 30.53%-28.5pp | 29.43%-27.4pp |
| Employer contribution / active EE | $873 | $1,082-19.2% | $2,289-61.8% | $2,241-61.0% |
| Participant deferral / active EE | $2,947 | $2,781+6.0% | $4,084-27.8% | $3,767-21.8% |
| Admin fee / account holder | $5,381 | $4,146+29.8% | $8,777-38.7% | $2,969+81.2% |