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 | $78,245 | $89,753-12.8% | $107,525-27.2% | $84,808-7.7% |
| Participation rate | 54.4% | 68.1%-13.6pp | 75.1%-20.6pp | 68.3%-13.9pp |
| Annual return | 3.73% | 29.48%-25.7pp | 181.32%-177.6pp | 40.90%-37.2pp |
| Employer contribution / active EE | $883 | $3,113-71.6% | $3,754-76.5% | $2,631-66.4% |
| Participant deferral / active EE | $2,155 | $4,056-46.9% | $5,116-57.9% | $4,212-48.8% |
| Admin fee / account holder | $3,925 | $7,222-45.7% | $8,919-56.0% | $7,344-46.6% |