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 | $74,072 | $60,892+21.6% | $82,389-10.1% | $84,808-12.7% |
| Participation rate | 42.7% | 63.3%-20.6pp | 69.5%-26.8pp | 68.3%-25.6pp |
| Annual return | 12.13% | 37.29%-25.2pp | 28.67%-16.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $714 | $1,779-59.9% | $2,517-71.7% | $2,631-72.9% |
| Participant deferral / active EE | $1,699 | $3,179-46.6% | $4,155-59.1% | $4,212-59.7% |
| Admin fee / account holder | $3,682 | $5,467-32.7% | $7,231-49.1% | $7,344-49.9% |