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 | $116,676 | $95,803+21.8% | $113,168+3.1% | $84,808+37.6% |
| Participation rate | 59.6% | 72.9%-13.2pp | 76.6%-16.9pp | 68.3%-8.7pp |
| Annual return | 12.24% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,354 | $2,360-42.6% | $2,975-54.5% | $2,631-48.5% |
| Participant deferral / active EE | $4,878 | $4,242+15.0% | $5,107-4.5% | $4,212+15.8% |
| Admin fee / account holder | $11,835 | $8,989+31.7% | $12,068-1.9% | $7,344+61.2% |