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 | $84,852 | $24,730+243.1% | $66,042+28.5% | $84,808+0.1% |
| Participation rate | 57.4% | 68.1%-10.7pp | 67.5%-10.1pp | 68.3%-10.9pp |
| Annual return | 11.98% | 79.55%-67.6pp | 52.11%-40.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,200 | $857+40.1% | $1,579-24.0% | $2,631-54.4% |
| Participant deferral / active EE | $2,540 | $1,737+46.2% | $2,835-10.4% | $4,212-39.7% |
| Admin fee / account holder | $24,778 | $3,014+722.1% | $5,747+331.2% | $7,344+237.4% |