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 6-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 | $108,512 | $96,484+12.5% | $156,263-30.6% | $74,304+46.0% |
| Participation rate | 67.5% | 67.7%-0.2pp | 78.9%-11.4pp | 60.3%+7.2pp |
| Annual return | 11.74% | 17.73%-6.0pp | 59.47%-47.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,878 | $2,528-25.7% | $4,333-56.7% | $2,241-16.2% |
| Participant deferral / active EE | $3,802 | $4,286-11.3% | $6,158-38.3% | $3,767+0.9% |
| Admin fee / account holder | $9,760 | $3,728+161.8% | $14,255-31.5% | $2,969+228.7% |