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 | $87,985 | $86,286+2.0% | $111,297-20.9% | $85,850+2.5% |
| Participation rate | 56.3% | 73.3%-17.1pp | 77.3%-21.1pp | 69.3%-13.1pp |
| Annual return | 8.54% | 19.99%-11.4pp | 54.65%-46.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,441 | $2,043-29.5% | $2,731-47.2% | $2,565-43.8% |
| Participant deferral / active EE | $2,661 | $3,641-26.9% | $4,487-40.7% | $3,952-32.7% |
| Admin fee / account holder | $17,378 | $8,188+112.2% | $7,964+118.2% | $6,260+177.6% |