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 | $64,459 | $55,706+15.7% | $75,886-15.1% | $72,985-11.7% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.3%-34.8pp | 69.5%-35.0pp |
| Annual return | 13.49% | 27.59%-14.1pp | 30.76%-17.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $340 | $1,687-79.8% | $2,500-86.4% | $2,440-86.1% |
| Participant deferral / active EE | $1,248 | $2,634-52.6% | $3,603-65.4% | $3,607-65.4% |
| Admin fee / account holder | $26,566 | $3,978+567.8% | $5,418+390.3% | $5,124+418.4% |