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 | $66,454 | $30,400+118.6% | $53,898+23.3% | $84,808-21.6% |
| Participation rate | 31.0% | 46.4%-15.5pp | 55.0%-24.0pp | 68.3%-37.3pp |
| Annual return | 13.99% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $620 | $603+2.9% | $932-33.4% | $2,631-76.4% |
| Participant deferral / active EE | $1,528 | $1,199+27.5% | $1,826-16.3% | $4,212-63.7% |
| Admin fee / account holder | $3,251 | $1,993+63.1% | $2,491+30.5% | $7,344-55.7% |