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 | $89,028 | $81,208+9.6% | $98,907-10.0% | $79,858+11.5% |
| Participation rate | 35.6% | 72.5%-37.0pp | 76.0%-40.5pp | 69.6%-34.1pp |
| Annual return | 7.61% | 60.99%-53.4pp | 196.43%-188.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,400 | $3,265-26.5% | $4,244-43.5% | $3,740-35.8% |
| Admin fee / account holder | $2,901 | $6,013-51.8% | $6,642-56.3% | $5,306-45.3% |