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 | $90,534 | $101,724-11.0% | $164,813-45.1% | $80,856+12.0% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.6%-5.4pp |
| Annual return | 9.40% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,270 | $2,953-57.0% | $4,341-70.7% | $2,755-53.9% |
| Participant deferral / active EE | $1,983 | $4,477-55.7% | $6,031-67.1% | $4,296-53.8% |
| Admin fee / account holder | $8,893 | $8,227+8.1% | $12,690-29.9% | $6,918+28.5% |