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 | $83,774 | $80,717+3.8% | $154,803-45.9% | $84,808-1.2% |
| Participation rate | 56.4% | 66.8%-10.4pp | 78.1%-21.7pp | 68.3%-11.9pp |
| Annual return | 9.87% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,346 | $2,761-51.3% | $4,305-68.7% | $2,631-48.9% |
| Participant deferral / active EE | $1,530 | $3,303-53.7% | $5,540-72.4% | $4,212-63.7% |
| Admin fee / account holder | $1,785 | $6,746-73.5% | $14,329-87.5% | $7,344-75.7% |