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 | $97,262 | $87,870+10.7% | $113,168-14.1% | $74,304+30.9% |
| Participation rate | 66.3% | 70.7%-4.4pp | 76.6%-10.2pp | 60.3%+6.0pp |
| Annual return | 10.85% | 26.44%-15.6pp | 24.27%-13.4pp | 29.43%-18.6pp |
| Employer contribution / active EE | $939 | $2,277-58.7% | $2,975-68.4% | $2,241-58.1% |
| Participant deferral / active EE | $3,273 | $4,241-22.8% | $5,107-35.9% | $3,767-13.1% |
| Admin fee / account holder | $4,831 | $3,368+43.4% | $12,068-60.0% | $2,969+62.7% |