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 | $61,708 | $56,317+9.6% | $71,209-13.3% | $74,304-17.0% |
| Participation rate | 27.0% | 55.1%-28.2pp | 73.8%-46.8pp | 60.3%-33.4pp |
| Annual return | 9.32% | 42.83%-33.5pp | 282.51%-273.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $272 | $2,160-87.4% | $2,721-90.0% | $2,241-87.8% |
| Participant deferral / active EE | $1,274 | $2,788-54.3% | $4,175-69.5% | $3,767-66.2% |
| Admin fee / account holder | $3,274 | $2,290+43.0% | $5,349-38.8% | $2,969+10.3% |