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 | $82,603 | $68,719+20.2% | $91,541-9.8% | $84,808-2.6% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 8.38% | 19.12%-10.7pp | 20.50%-12.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $971 | $1,920-49.4% | $2,505-61.2% | $2,631-63.1% |
| Participant deferral / active EE | $2,739 | $3,136-12.7% | $4,008-31.7% | $4,212-35.0% |
| Admin fee / account holder | $29,443 | $5,786+408.8% | $6,956+323.3% | $7,344+300.9% |