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 | $71,472 | $60,892+17.4% | $82,389-13.2% | $84,808-15.7% |
| Participation rate | 53.8% | 63.3%-9.4pp | 69.5%-15.7pp | 68.3%-14.5pp |
| Annual return | 8.36% | 37.29%-28.9pp | 28.67%-20.3pp | 40.90%-32.5pp |
| Employer contribution / active EE | $998 | $1,779-43.9% | $2,517-60.4% | $2,631-62.1% |
| Participant deferral / active EE | $3,073 | $3,179-3.3% | $4,155-26.0% | $4,212-27.0% |
| Admin fee / account holder | $9,639 | $5,467+76.3% | $7,231+33.3% | $7,344+31.2% |