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 | $100,880 | $86,929+16.0% | $102,423-1.5% | $80,856+24.8% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 8.22% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,378 | $2,369-41.8% | $3,023-54.4% | $2,755-50.0% |
| Participant deferral / active EE | $2,829 | $4,118-31.3% | $5,053-44.0% | $4,296-34.1% |
| Admin fee / account holder | $4,304 | $8,049-46.5% | $9,451-54.5% | $6,918-37.8% |