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 | $78,994 | $59,839+32.0% | $81,983-3.6% | $79,858-1.1% |
| Participation rate | 59.1% | 61.6%-2.5pp | 69.2%-10.2pp | 69.6%-10.5pp |
| Annual return | 5.51% | 17.56%-12.0pp | 41.31%-35.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $428 | $1,713-75.0% | $2,498-82.9% | $2,471-82.7% |
| Participant deferral / active EE | $1,975 | $2,695-26.7% | $3,722-46.9% | $3,740-47.2% |
| Admin fee / account holder | $16,174 | $4,287+277.3% | $5,664+185.6% | $5,306+204.8% |