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 | $62,423 | $54,762+14.0% | $90,281-30.9% | $72,985-14.5% |
| Participation rate | 37.0% | 65.1%-28.2pp | 73.3%-36.3pp | 69.5%-32.5pp |
| Annual return | 11.78% | 30.63%-18.9pp | 78.10%-66.3pp | 81.00%-69.2pp |
| Employer contribution / active EE | $815 | $2,092-61.1% | $2,854-71.4% | $2,440-66.6% |
| Participant deferral / active EE | $1,307 | $2,887-54.7% | $3,885-66.4% | $3,607-63.8% |
| Admin fee / account holder | $9,248 | $3,972+132.8% | $5,351+72.8% | $5,124+80.5% |