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 | $81,938 | $57,541+42.4% | $95,745-14.4% | $75,163+9.0% |
| Participation rate | 41.2% | 62.5%-21.3pp | 72.3%-31.1pp | 67.2%-26.0pp |
| Annual return | 12.67% | 34.93%-22.3pp | 28.35%-15.7pp | 160.62%-148.0pp |
| Employer contribution / active EE | $367 | $1,808-79.7% | $2,835-87.1% | $2,670-86.3% |
| Participant deferral / active EE | $1,940 | $3,074-36.9% | $4,245-54.3% | $4,125-53.0% |
| Admin fee / account holder | $6,092 | $4,099+48.6% | $5,678+7.3% | $5,651+7.8% |