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 | $80,224 | $50,637+58.4% | $86,590-7.4% | $62,292+28.8% |
| Participation rate | 26.7% | 67.9%-41.2pp | 73.5%-46.9pp | 69.5%-42.8pp |
| Annual return | 6.71% | 20.80%-14.1pp | 964.84%-958.1pp | 28.90%-22.2pp |
| Employer contribution / active EE | $1,091 | $2,075-47.4% | $2,839-61.6% | $2,042-46.6% |
| Participant deferral / active EE | $2,252 | $2,611-13.8% | $3,609-37.6% | $3,169-29.0% |
| Admin fee / account holder | $5,089 | $413+1131.4% | $4,906+3.7% | $479+961.7% |