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 | $90,530 | $86,929+4.1% | $102,423-11.6% | $80,856+12.0% |
| Participation rate | 69.8% | 72.4%-2.5pp | 76.5%-6.6pp | 67.6%+2.2pp |
| Annual return | 9.03% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,756 | $2,369-25.9% | $3,023-41.9% | $2,755-36.2% |
| Participant deferral / active EE | $2,989 | $4,118-27.4% | $5,053-40.8% | $4,296-30.4% |
| Admin fee / account holder | $4,245 | $8,049-47.3% | $9,451-55.1% | $6,918-38.6% |