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 | $73,804 | $31,310+135.7% | $53,898+36.9% | $74,304-0.7% |
| Participation rate | 39.3% | 30.7%+8.6pp | 55.0%-15.7pp | 60.3%-21.0pp |
| Annual return | 13.53% | 23.16%-9.6pp | 528.60%-515.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $793 | $450+76.2% | $932-15.0% | $2,241-64.6% |
| Participant deferral / active EE | $2,123 | $934+127.2% | $1,826+16.2% | $3,767-43.7% |
| Admin fee / account holder | $5,047 | $2,175+132.0% | $2,491+102.6% | $2,969+70.0% |