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 | $103,358 | $80,717+28.0% | $154,803-33.2% | $84,808+21.9% |
| Participation rate | 44.3% | 66.8%-22.5pp | 78.1%-33.8pp | 68.3%-24.0pp |
| Annual return | 11.82% | 37.96%-26.1pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $827 | $2,761-70.0% | $4,305-80.8% | $2,631-68.6% |
| Participant deferral / active EE | $1,959 | $3,303-40.7% | $5,540-64.6% | $4,212-53.5% |
| Admin fee / account holder | $8,134 | $6,746+20.6% | $14,329-43.2% | $7,344+10.8% |