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 | $89,268 | $68,719+29.9% | $91,541-2.5% | $84,808+5.3% |
| Participation rate | 59.2% | 64.5%-5.4pp | 69.8%-10.6pp | 68.3%-9.2pp |
| Annual return | 12.59% | 19.12%-6.5pp | 20.50%-7.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,071 | $1,920+7.9% | $2,505-17.3% | $2,631-21.3% |
| Participant deferral / active EE | $4,013 | $3,136+28.0% | $4,008+0.1% | $4,212-4.7% |
| Admin fee / account holder | $6,323 | $5,786+9.3% | $6,956-9.1% | $7,344-13.9% |