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 | $83,590 | $93,571-10.7% | $135,903-38.5% | $75,163+11.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 9.51% | 30.90%-21.4pp | 68.23%-58.7pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,860 | $3,537-47.4% | $4,856-61.7% | $2,670-30.3% |
| Participant deferral / active EE | $6,639 | $6,404+3.7% | $7,758-14.4% | $4,125+60.9% |
| Admin fee / account holder | $6,268 | $6,975-10.1% | $10,762-41.8% | $5,651+10.9% |