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 | $90,857 | $61,774+47.1% | $97,226-6.6% | $80,856+12.4% |
| Participation rate | 40.9% | 63.5%-22.6pp | 72.7%-31.8pp | 67.6%-26.7pp |
| Annual return | 9.68% | -557.90%+567.6pp | 75.13%-65.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $403 | $1,837-78.1% | $2,729-85.2% | $2,755-85.4% |
| Participant deferral / active EE | $2,168 | $3,029-28.4% | $4,264-49.2% | $4,296-49.5% |
| Admin fee / account holder | $9,929 | $5,166+92.2% | $5,654+75.6% | $6,918+43.5% |