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 | $71,764 | $60,892+17.9% | $82,389-12.9% | $84,808-15.4% |
| Participation rate | 65.7% | 63.3%+2.4pp | 69.5%-3.8pp | 68.3%-2.6pp |
| Annual return | 12.92% | 37.29%-24.4pp | 28.67%-15.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $907 | $1,779-49.0% | $2,517-64.0% | $2,631-65.5% |
| Participant deferral / active EE | $1,869 | $3,179-41.2% | $4,155-55.0% | $4,212-55.6% |
| Admin fee / account holder | $5,336 | $5,467-2.4% | $7,231-26.2% | $7,344-27.3% |