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 | $81,024 | $159,602-49.2% | $150,045-46.0% | $142,382-43.1% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 3.77% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,636 | $4,961-67.0% | $4,693-65.1% | $4,299-62.0% |
| Participant deferral / active EE | $6,652 | $8,310-20.0% | $7,997-16.8% | $6,507+2.2% |
| Admin fee / account holder | $3,275 | $14,846-77.9% | $13,435-75.6% | $12,624-74.1% |