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 | $67,345 | $56,053+20.1% | $75,972-11.4% | $80,856-16.7% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 8.13% | 20.53%-12.4pp | 359.55%-351.4pp | 35.59%-27.5pp |
| Employer contribution / active EE | $893 | $1,874-52.4% | $2,685-66.7% | $2,755-67.6% |
| Participant deferral / active EE | $2,595 | $3,052-15.0% | $4,255-39.0% | $4,296-39.6% |
| Admin fee / account holder | $2,311 | $5,234-55.8% | $6,467-64.3% | $6,918-66.6% |