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 | $98,427 | $94,625+4.0% | $116,228-15.3% | $84,808+16.1% |
| Participation rate | 46.0% | 70.4%-24.4pp | 74.6%-28.6pp | 68.3%-22.3pp |
| Annual return | 9.31% | 20.40%-11.1pp | 90.06%-80.7pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,163 | $2,347-50.5% | $2,994-61.2% | $2,631-55.8% |
| Participant deferral / active EE | $2,138 | $3,972-46.2% | $4,953-56.8% | $4,212-49.2% |
| Admin fee / account holder | $1,055 | $10,091-89.5% | $11,989-91.2% | $7,344-85.6% |