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 | $90,938 | $80,717+12.7% | $154,803-41.3% | $84,808+7.2% |
| Participation rate | 41.4% | 66.8%-25.4pp | 78.1%-36.7pp | 68.3%-26.9pp |
| Annual return | 6.85% | 37.96%-31.1pp | 58.88%-52.0pp | 40.90%-34.1pp |
| Employer contribution / active EE | $938 | $2,761-66.0% | $4,305-78.2% | $2,631-64.3% |
| Participant deferral / active EE | $2,541 | $3,303-23.1% | $5,540-54.1% | $4,212-39.7% |
| Admin fee / account holder | $1,171 | $6,746-82.6% | $14,329-91.8% | $7,344-84.1% |