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 | $79,281 | $60,349+31.4% | $74,183+6.9% | $62,891+26.1% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | -0.70% | 21.37%-22.1pp | 17.74%-18.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $842 | $1,680-49.9% | $2,370-64.5% | $2,281-63.1% |
| Participant deferral / active EE | $2,760 | $2,856-3.4% | $3,550-22.3% | $3,203-13.8% |
| Admin fee / account holder | $2,241 | $4,261-47.4% | $5,586-59.9% | $4,296-47.8% |