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 | $70,268 | $48,795+44.0% | $65,493+7.3% | $84,808-17.1% |
| Participation rate | 34.8% | 67.0%-32.2pp | 73.1%-38.3pp | 68.3%-33.5pp |
| Annual return | 10.79% | 20.20%-9.4pp | 982.45%-971.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $521 | $1,930-73.0% | $2,574-79.7% | $2,631-80.2% |
| Participant deferral / active EE | $1,870 | $2,928-36.1% | $3,961-52.8% | $4,212-55.6% |
| Admin fee / account holder | $1,399 | $3,877-63.9% | $5,028-72.2% | $7,344-81.0% |