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 | $122,771 | $72,012+70.5% | $185,823-33.9% | $79,858+53.7% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 11.55% | 23.12%-11.6pp | 35.95%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,091 | $1,965-44.4% | $4,087-73.3% | $2,471-55.8% |
| Participant deferral / active EE | $2,059 | $3,779-45.5% | $5,632-63.4% | $3,740-44.9% |
| Admin fee / account holder | $1,654 | $4,513-63.3% | $9,500-82.6% | $5,306-68.8% |