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 | $60,207 | $78,926-23.7% | $136,749-56.0% | $84,808-29.0% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 12.12% | 18.17%-6.1pp | 24.33%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,470 | $2,134-31.1% | $3,400-56.8% | $2,631-44.1% |
| Participant deferral / active EE | $2,909 | $3,168-8.2% | $4,692-38.0% | $4,212-30.9% |
| Admin fee / account holder | $5,597 | $6,369-12.1% | $11,386-50.8% | $7,344-23.8% |