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 | $99,498 | $87,870+13.2% | $113,168-12.1% | $74,304+33.9% |
| Participation rate | 48.4% | 70.7%-22.3pp | 76.6%-28.2pp | 60.3%-11.9pp |
| Annual return | 11.46% | 26.44%-15.0pp | 24.27%-12.8pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,647 | $2,277-27.7% | $2,975-44.6% | $2,241-26.5% |
| Participant deferral / active EE | $3,211 | $4,241-24.3% | $5,107-37.1% | $3,767-14.8% |
| Admin fee / account holder | $21,965 | $3,368+552.2% | $12,068+82.0% | $2,969+639.9% |