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 | $100,281 | $80,968+23.9% | $96,544+3.9% | $75,163+33.4% |
| Participation rate | 68.1% | 71.8%-3.7pp | 76.0%-7.9pp | 67.2%+0.9pp |
| Annual return | 12.04% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $837 | $2,282-63.3% | $2,965-71.8% | $2,670-68.6% |
| Participant deferral / active EE | $3,414 | $3,928-13.1% | $4,851-29.6% | $4,125-17.2% |
| Admin fee / account holder | $9,856 | $6,724+46.6% | $8,252+19.4% | $5,651+74.4% |