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 | $80,205 | $30,400+163.8% | $53,898+48.8% | $84,808-5.4% |
| Participation rate | 69.1% | 46.4%+22.7pp | 55.0%+14.2pp | 68.3%+0.8pp |
| Annual return | 13.18% | 500.19%-487.0pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,141 | $603+89.2% | $932+22.4% | $2,631-56.6% |
| Participant deferral / active EE | $1,202 | $1,199+0.3% | $1,826-34.2% | $4,212-71.5% |
| Admin fee / account holder | $18,320 | $1,993+819.1% | $2,491+635.5% | $7,344+149.5% |