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 | $75,985 | $80,968-6.2% | $96,544-21.3% | $75,163+1.1% |
| Participation rate | 61.0% | 71.8%-10.7pp | 76.0%-14.9pp | 67.2%-6.2pp |
| Annual return | 12.56% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,465 | $2,282-35.8% | $2,965-50.6% | $2,670-45.1% |
| Participant deferral / active EE | $2,408 | $3,928-38.7% | $4,851-50.4% | $4,125-41.6% |
| Admin fee / account holder | $8,875 | $6,724+32.0% | $8,252+7.5% | $5,651+57.0% |