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 | $85,658 | $127,065-32.6% | $113,168-24.3% | $142,382-39.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 10.00% | 24.03%-14.0pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,388 | $3,442-30.6% | $2,975-19.7% | $4,299-44.4% |
| Participant deferral / active EE | $5,558 | $5,716-2.8% | $5,107+8.8% | $6,507-14.6% |
| Admin fee / account holder | $575 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |