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 | $66,633 | $54,762+21.7% | $90,281-26.2% | $72,985-8.7% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | -0.25% | 30.63%-30.9pp | 78.10%-78.3pp | 81.00%-81.3pp |
| Employer contribution / active EE | $1,449 | $2,092-30.7% | $2,854-49.2% | $2,440-40.6% |
| Participant deferral / active EE | $2,978 | $2,887+3.2% | $3,885-23.3% | $3,607-17.4% |
| Admin fee / account holder | $5,272 | $3,972+32.7% | $5,351-1.5% | $5,124+2.9% |