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 | $94,983 | $74,927+26.8% | $101,794-6.7% | $84,808+12.0% |
| Participation rate | 42.2% | 61.4%-19.2pp | 69.2%-27.0pp | 68.3%-26.1pp |
| Annual return | 12.16% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $591 | $1,522-61.1% | $2,289-74.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,756 | $3,099-43.3% | $4,084-57.0% | $4,212-58.3% |
| Admin fee / account holder | $17,953 | $6,514+175.6% | $8,777+104.5% | $7,344+144.5% |