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 | $75,485 | $51,045+47.9% | $70,515+7.0% | $71,457+5.6% |
| Participation rate | 46.4% | 59.4%-13.0pp | 68.3%-21.9pp | 67.9%-21.5pp |
| Annual return | 10.13% | 42.63%-32.5pp | 32.77%-22.6pp | 28.85%-18.7pp |
| Employer contribution / active EE | $4,146 | $1,790+131.6% | $2,973+39.4% | $2,588+60.2% |
| Participant deferral / active EE | $1,076 | $3,026-64.4% | $4,567-76.4% | $4,289-74.9% |
| Admin fee / account holder | $8,619 | $1,994+332.3% | $6,412+34.4% | $1,587+443.0% |