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 | $99,189 | $93,571+6.0% | $135,903-27.0% | $75,163+32.0% |
| Participation rate | 55.1% | 75.2%-20.1pp | 81.9%-26.8pp | 67.2%-12.1pp |
| Annual return | 13.78% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,277 | $3,537-7.3% | $4,856-32.5% | $2,670+22.8% |
| Participant deferral / active EE | $7,342 | $6,404+14.7% | $7,758-5.4% | $4,125+78.0% |
| Admin fee / account holder | $13,380 | $6,975+91.8% | $10,762+24.3% | $5,651+136.8% |