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 | $87,474 | $109,359-20.0% | $162,163-46.1% | $72,985+19.9% |
| Participation rate | 66.0% | 84.3%-18.3pp | 87.6%-21.6pp | 69.5%-3.5pp |
| Annual return | 15.66% | 25.46%-9.8pp | 115.59%-99.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,725 | $3,907-30.3% | $5,614-51.5% | $2,440+11.7% |
| Participant deferral / active EE | $4,729 | $5,481-13.7% | $7,298-35.2% | $3,607+31.1% |
| Admin fee / account holder | $5,078 | $7,972-36.3% | $10,843-53.2% | $5,124-0.9% |