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 | $105,985 | $95,803+10.6% | $113,168-6.3% | $84,808+25.0% |
| Participation rate | 67.7% | 72.9%-5.1pp | 76.6%-8.8pp | 68.3%-0.6pp |
| Annual return | 11.65% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,961 | $2,360-16.9% | $2,975-34.1% | $2,631-25.5% |
| Participant deferral / active EE | $3,843 | $4,242-9.4% | $5,107-24.7% | $4,212-8.7% |
| Admin fee / account holder | $6,516 | $8,989-27.5% | $12,068-46.0% | $7,344-11.3% |