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 | $69,676 | $76,367-8.8% | $93,606-25.6% | $72,985-4.5% |
| Participation rate | 69.0% | 71.7%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 3.99% | 25.82%-21.8pp | 32.76%-28.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,368 | $2,275-39.9% | $2,718-49.7% | $2,440-43.9% |
| Participant deferral / active EE | $2,681 | $3,538-24.2% | $4,069-34.1% | $3,607-25.7% |
| Admin fee / account holder | $2,268 | $6,838-66.8% | $7,888-71.3% | $5,124-55.7% |