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 | $61,251 | $37,426+63.7% | $77,482-20.9% | $79,858-23.3% |
| Participation rate | 56.4% | 41.5%+14.9pp | 54.2%+2.2pp | 69.6%-13.3pp |
| Annual return | 9.57% | 39.70%-30.1pp | 54.79%-45.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $758 | $637+19.1% | $986-23.1% | $2,471-69.3% |
| Participant deferral / active EE | $1,972 | $1,260+56.5% | $1,861+6.0% | $3,740-47.3% |
| Admin fee / account holder | $310 | $2,504-87.6% | $2,858-89.2% | $5,306-94.2% |