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 | $61,934 | $57,065+8.5% | $75,670-18.2% | $70,131-11.7% |
| Participation rate | 68.0% | 68.1%-0.1pp | 72.3%-4.3pp | 69.5%-1.5pp |
| Annual return | 11.39% | 23.57%-12.2pp | 27.34%-16.0pp | 73.14%-61.8pp |
| Employer contribution / active EE | $720 | $1,817-60.4% | $2,352-69.4% | $2,342-69.3% |
| Participant deferral / active EE | $3,768 | $2,580+46.1% | $3,142+19.9% | $3,332+13.1% |
| Admin fee / account holder | $7,825 | $3,825+104.6% | $5,800+34.9% | $4,645+68.5% |