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 | $107,376 | $86,929+23.5% | $102,423+4.8% | $80,856+32.8% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.6%-7.0pp |
| Annual return | 9.73% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,893 | $2,369-20.1% | $3,023-37.4% | $2,755-31.3% |
| Participant deferral / active EE | $4,801 | $4,118+16.6% | $5,053-5.0% | $4,296+11.8% |
| Admin fee / account holder | $44,755 | $8,049+456.0% | $9,451+373.6% | $6,918+546.9% |