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 | $95,423 | $57,541+65.8% | $95,745-0.3% | $75,163+27.0% |
| Participation rate | 52.5% | 62.5%-10.0pp | 72.3%-19.8pp | 67.2%-14.7pp |
| Annual return | 13.49% | 34.93%-21.4pp | 28.35%-14.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,135 | $1,808-37.2% | $2,835-59.9% | $2,670-57.5% |
| Participant deferral / active EE | $2,320 | $3,074-24.5% | $4,245-45.4% | $4,125-43.8% |
| Admin fee / account holder | $3,039 | $4,099-25.8% | $5,678-46.5% | $5,651-46.2% |