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 | $89,144 | $68,719+29.7% | $91,541-2.6% | $84,808+5.1% |
| Participation rate | 63.0% | 64.5%-1.5pp | 69.8%-6.8pp | 68.3%-5.3pp |
| Annual return | 11.81% | 19.12%-7.3pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,714 | $1,920-10.7% | $2,505-31.6% | $2,631-34.9% |
| Participant deferral / active EE | $3,598 | $3,136+14.7% | $4,008-10.2% | $4,212-14.6% |
| Admin fee / account holder | $2,675 | $5,786-53.8% | $6,956-61.5% | $7,344-63.6% |