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 | $67,119 | $30,400+120.8% | $53,898+24.5% | $84,808-20.9% |
| Participation rate | 58.6% | 46.4%+12.2pp | 55.0%+3.7pp | 68.3%-9.7pp |
| Annual return | 9.19% | 500.19%-491.0pp | 528.60%-519.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,014 | $603+68.3% | $932+8.8% | $2,631-61.5% |
| Participant deferral / active EE | $1,982 | $1,199+65.4% | $1,826+8.5% | $4,212-52.9% |
| Admin fee / account holder | $1,293 | $1,993-35.1% | $2,491-48.1% | $7,344-82.4% |