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 | $75,509 | $65,561+15.2% | $91,541-17.5% | $74,304+1.6% |
| Participation rate | 33.1% | 56.6%-23.5pp | 69.8%-36.7pp | 60.3%-27.3pp |
| Annual return | 12.21% | 17.68%-5.5pp | 20.50%-8.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,167 | $1,717-32.1% | $2,505-53.4% | $2,241-47.9% |
| Participant deferral / active EE | $2,394 | $2,918-17.9% | $4,008-40.3% | $3,767-36.4% |
| Admin fee / account holder | $18,690 | $3,333+460.8% | $6,956+168.7% | $2,969+529.6% |