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 | $82,836 | $99,985-17.2% | $146,665-43.5% | $85,850-3.5% |
| Participation rate | 68.8% | 73.1%-4.3pp | 80.1%-11.3pp | 69.3%-0.6pp |
| Annual return | 10.85% | 18.93%-8.1pp | 22.74%-11.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $706 | $2,559-72.4% | $4,136-82.9% | $2,565-72.5% |
| Participant deferral / active EE | $3,762 | $4,006-6.1% | $5,506-31.7% | $3,952-4.8% |
| Admin fee / account holder | $21,352 | $7,702+177.2% | $10,280+107.7% | $6,260+241.1% |