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 | $107,511 | $95,803+12.2% | $113,168-5.0% | $84,808+26.8% |
| Participation rate | 58.4% | 72.9%-14.4pp | 76.6%-18.1pp | 68.3%-9.9pp |
| Annual return | 11.11% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,453 | $2,360+3.9% | $2,975-17.6% | $2,631-6.8% |
| Participant deferral / active EE | $4,041 | $4,242-4.7% | $5,107-20.9% | $4,212-4.0% |
| Admin fee / account holder | $15,004 | $8,989+66.9% | $12,068+24.3% | $7,344+104.3% |