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 7-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 | $92,281 | $60,022+53.7% | $88,946+3.8% | $84,808+8.8% |
| Participation rate | 62.1% | 57.8%+4.2pp | 68.8%-6.8pp | 68.3%-6.2pp |
| Annual return | 10.59% | 22.43%-11.8pp | 57.82%-47.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $972 | $1,703-42.9% | $2,555-62.0% | $2,631-63.1% |
| Participant deferral / active EE | $5,357 | $3,114+72.0% | $4,581+16.9% | $4,212+27.2% |
| Admin fee / account holder | $22,302 | $4,811+363.6% | $8,261+170.0% | $7,344+203.7% |