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 | $122,910 | $66,402+85.1% | $109,895+11.8% | $85,850+43.2% |
| Participation rate | 63.0% | 63.9%-0.8pp | 74.2%-11.2pp | 69.3%-6.3pp |
| Annual return | 10.43% | 19.59%-9.2pp | 29.45%-19.0pp | 318.53%-308.1pp |
| Employer contribution / active EE | $657 | $1,687-61.1% | $2,842-76.9% | $2,565-74.4% |
| Participant deferral / active EE | $2,963 | $2,842+4.2% | $4,048-26.8% | $3,952-25.0% |
| Admin fee / account holder | $9,996 | $4,557+119.3% | $6,066+64.8% | $6,260+59.7% |