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 | $84,343 | $72,492+16.3% | $87,100-3.2% | $72,985+15.6% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 2.52% | 24.46%-21.9pp | 28.19%-25.7pp | 81.00%-78.5pp |
| Employer contribution / active EE | $717 | $1,894-62.1% | $2,521-71.6% | $2,440-70.6% |
| Participant deferral / active EE | $2,095 | $3,270-35.9% | $4,049-48.3% | $3,607-41.9% |
| Admin fee / account holder | $12,219 | $5,055+141.7% | $7,497+63.0% | $5,124+138.5% |