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 | $109,170 | $60,022+81.9% | $88,946+22.7% | $84,808+28.7% |
| Participation rate | 28.0% | 57.8%-29.9pp | 68.8%-40.9pp | 68.3%-40.4pp |
| Annual return | 12.96% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $647 | $1,703-62.0% | $2,555-74.7% | $2,631-75.4% |
| Participant deferral / active EE | $2,093 | $3,114-32.8% | $4,581-54.3% | $4,212-50.3% |
| Admin fee / account holder | $2,970 | $4,811-38.3% | $8,261-64.0% | $7,344-59.6% |