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 | $84,549 | $78,926+7.1% | $136,749-38.2% | $84,808-0.3% |
| Participation rate | 59.5% | 62.2%-2.7pp | 72.1%-12.6pp | 68.3%-8.8pp |
| Annual return | 8.22% | 18.17%-10.0pp | 24.33%-16.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $975 | $2,134-54.3% | $3,400-71.3% | $2,631-62.9% |
| Participant deferral / active EE | $1,930 | $3,168-39.1% | $4,692-58.9% | $4,212-54.2% |
| Admin fee / account holder | $8,377 | $6,369+31.5% | $11,386-26.4% | $7,344+14.1% |