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 | $81,090 | $66,098+22.7% | $101,794-20.3% | $74,304+9.1% |
| Participation rate | 43.2% | 53.8%-10.6pp | 69.2%-26.0pp | 60.3%-17.2pp |
| Annual return | 12.32% | 19.59%-7.3pp | 30.53%-18.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,671 | $2,781-4.0% | $4,084-34.6% | $3,767-29.1% |
| Admin fee / account holder | $22,968 | $4,146+454.0% | $8,777+161.7% | $2,969+673.6% |