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 | $69,619 | $68,719+1.3% | $91,541-23.9% | $84,808-17.9% |
| Participation rate | 40.6% | 64.5%-23.9pp | 69.8%-29.1pp | 68.3%-27.7pp |
| Annual return | 11.68% | 19.12%-7.4pp | 20.50%-8.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $898 | $1,920-53.2% | $2,505-64.1% | $2,631-65.9% |
| Participant deferral / active EE | $4,142 | $3,136+32.1% | $4,008+3.4% | $4,212-1.6% |
| Admin fee / account holder | $8,336 | $5,786+44.1% | $6,956+19.8% | $7,344+13.5% |