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 | $83,551 | $43,723+91.1% | $121,196-31.1% | $64,186+30.2% |
| Participation rate | 68.0% | 58.3%+9.7pp | 71.7%-3.7pp | 69.6%-1.6pp |
| Annual return | -10.84% | 68.91%-79.8pp | 16.93%-27.8pp | 7.63%-18.5pp |
| Employer contribution / active EE | $583 | $1,296-55.0% | $4,022-85.5% | $2,381-75.5% |
| Participant deferral / active EE | $2,610 | $2,280+14.5% | $3,344-22.0% | $3,470-24.8% |
| Admin fee / account holder | $2,334 | $3,501-33.3% | $5,019-53.5% | $4,888-52.3% |