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 | $94,979 | $46,869+102.6% | $122,332-22.4% | $70,131+35.4% |
| Participation rate | 41.0% | 58.2%-17.2pp | 71.6%-30.7pp | 69.5%-28.6pp |
| Annual return | 12.78% | 24.22%-11.4pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $680 | $1,288-47.2% | $4,050-83.2% | $2,342-71.0% |
| Participant deferral / active EE | $1,987 | $2,166-8.3% | $3,287-39.5% | $3,332-40.3% |
| Admin fee / account holder | $2,395 | $3,322-27.9% | $5,478-56.3% | $4,645-48.4% |