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 | $70,144 | $66,098+6.1% | $101,794-31.1% | $74,304-5.6% |
| Participation rate | 67.0% | 53.8%+13.2pp | 69.2%-2.2pp | 60.3%+6.7pp |
| Annual return | 12.43% | 19.59%-7.2pp | 30.53%-18.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,201 | $2,781+51.0% | $4,084+2.9% | $3,767+11.5% |
| Admin fee / account holder | $3,940 | $4,146-5.0% | $8,777-55.1% | $2,969+32.7% |