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 | $76,573 | $74,927+2.2% | $101,794-24.8% | $84,808-9.7% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.2%-14.3pp | 68.3%-13.5pp |
| Annual return | 4.56% | 18.70%-14.1pp | 30.53%-26.0pp | 40.90%-36.3pp |
| Employer contribution / active EE | $1,239 | $1,522-18.6% | $2,289-45.9% | $2,631-52.9% |
| Participant deferral / active EE | $3,354 | $3,099+8.2% | $4,084-17.9% | $4,212-20.4% |
| Admin fee / account holder | $10,218 | $6,514+56.9% | $8,777+16.4% | $7,344+39.1% |