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 | $95,442 | $50,082+90.6% | $93,406+2.2% | $79,858+19.5% |
| Participation rate | 29.6% | 60.9%-31.3pp | 66.8%-37.2pp | 69.6%-40.0pp |
| Annual return | 9.97% | 24.59%-14.6pp | 78.05%-68.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $678 | $1,303-48.0% | $2,075-67.3% | $2,471-72.6% |
| Participant deferral / active EE | $5,115 | $2,212+131.2% | $3,126+63.6% | $3,740+36.8% |
| Admin fee / account holder | $730 | $3,454-78.9% | $5,230-86.1% | $5,306-86.3% |