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 | $82,277 | $64,839+26.9% | $95,585-13.9% | $84,808-3.0% |
| Participation rate | 44.7% | 63.8%-19.1pp | 72.1%-27.3pp | 68.3%-23.6pp |
| Annual return | 11.99% | -670.96%+683.0pp | 38.56%-26.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $459 | $1,759-73.9% | $2,527-81.8% | $2,631-82.5% |
| Participant deferral / active EE | $2,456 | $2,965-17.2% | $4,023-38.9% | $4,212-41.7% |
| Admin fee / account holder | $16,814 | $5,964+181.9% | $6,127+174.4% | $7,344+128.9% |