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 | $78,123 | $56,767+37.6% | $101,794-23.3% | $85,563-8.7% |
| Participation rate | 23.4% | 57.6%-34.2pp | 69.2%-45.8pp | 66.0%-42.6pp |
| Annual return | 13.25% | 17.76%-4.5pp | 30.53%-17.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $407 | $1,112-63.4% | $2,289-82.2% | $2,654-84.7% |
| Participant deferral / active EE | $977 | $2,720-64.1% | $4,084-76.1% | $4,375-77.7% |
| Admin fee / account holder | $6,025 | $1,098+448.6% | $8,777-31.4% | $834+622.2% |