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 | $75,557 | $80,968-6.7% | $96,544-21.7% | $75,163+0.5% |
| Participation rate | 67.2% | 71.8%-4.6pp | 76.0%-8.8pp | 67.2%0pp |
| Annual return | 12.68% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,833 | $2,282-19.7% | $2,965-38.2% | $2,670-31.3% |
| Participant deferral / active EE | $3,970 | $3,928+1.1% | $4,851-18.2% | $4,125-3.8% |
| Admin fee / account holder | $4,136 | $6,724-38.5% | $8,252-49.9% | $5,651-26.8% |