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 | $69,695 | $65,561+6.3% | $91,541-23.9% | $74,304-6.2% |
| Participation rate | 47.1% | 56.6%-9.5pp | 69.8%-22.7pp | 60.3%-13.3pp |
| Annual return | 11.39% | 17.68%-6.3pp | 20.50%-9.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,414 | $1,717-17.7% | $2,505-43.5% | $2,241-36.9% |
| Participant deferral / active EE | $2,719 | $2,918-6.8% | $4,008-32.1% | $3,767-27.8% |
| Admin fee / account holder | $3,418 | $3,333+2.6% | $6,956-50.9% | $2,969+15.1% |