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 | $84,004 | $55,706+50.8% | $75,886+10.7% | $72,985+15.1% |
| Participation rate | 62.1% | 61.1%+0.9pp | 69.3%-7.2pp | 69.5%-7.4pp |
| Annual return | 15.46% | 27.59%-12.1pp | 30.76%-15.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $455 | $1,687-73.0% | $2,500-81.8% | $2,440-81.3% |
| Participant deferral / active EE | $3,885 | $2,634+47.5% | $3,603+7.8% | $3,607+7.7% |
| Admin fee / account holder | $5,212 | $3,978+31.0% | $5,418-3.8% | $5,124+1.7% |