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 | $75,390 | $71,050+6.1% | $93,606-19.5% | $80,856-6.8% |
| Participation rate | 68.4% | 60.4%+8.0pp | 68.7%-0.3pp | 67.6%+0.8pp |
| Annual return | 4.21% | 11.26%-7.0pp | 133.20%-129.0pp | 35.59%-31.4pp |
| Employer contribution / active EE | $517 | $1,564-66.9% | $2,420-78.6% | $2,755-81.2% |
| Participant deferral / active EE | $5,168 | $4,034+28.1% | $4,411+17.1% | $4,296+20.3% |
| Admin fee / account holder | $9,847 | $6,945+41.8% | $8,285+18.8% | $6,918+42.3% |