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 | $89,660 | $60,892+47.2% | $82,389+8.8% | $84,808+5.7% |
| Participation rate | 46.2% | 63.3%-17.1pp | 69.5%-23.4pp | 68.3%-22.2pp |
| Annual return | 9.02% | 37.29%-28.3pp | 28.67%-19.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,481 | $1,779-16.8% | $2,517-41.2% | $2,631-43.7% |
| Participant deferral / active EE | $2,687 | $3,179-15.5% | $4,155-35.3% | $4,212-36.2% |
| Admin fee / account holder | $36,686 | $5,467+571.0% | $7,231+407.4% | $7,344+399.5% |