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 | $91,721 | $95,803-4.3% | $113,168-19.0% | $84,808+8.2% |
| Participation rate | 67.7% | 72.9%-5.1pp | 76.6%-8.8pp | 68.3%-0.6pp |
| Annual return | 12.16% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,156 | $2,360-8.6% | $2,975-27.5% | $2,631-18.1% |
| Participant deferral / active EE | $3,779 | $4,242-10.9% | $5,107-26.0% | $4,212-10.3% |
| Admin fee / account holder | $138,989 | $8,989+1446.2% | $12,068+1051.7% | $7,344+1792.6% |