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 | $78,178 | $60,022+30.2% | $88,946-12.1% | $84,808-7.8% |
| Participation rate | 18.5% | 57.8%-39.3pp | 68.8%-50.3pp | 68.3%-49.8pp |
| Annual return | 12.01% | 22.43%-10.4pp | 57.82%-45.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $392 | $1,703-77.0% | $2,555-84.7% | $2,631-85.1% |
| Participant deferral / active EE | $1,432 | $3,114-54.0% | $4,581-68.7% | $4,212-66.0% |
| Admin fee / account holder | $510 | $4,811-89.4% | $8,261-93.8% | $7,344-93.1% |