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 | $91,959 | $109,881-16.3% | $150,045-38.7% | $84,808+8.4% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.5pp | 68.3%-6.5pp |
| Annual return | 13.58% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,309 | $3,561-35.1% | $4,693-50.8% | $2,631-12.2% |
| Participant deferral / active EE | $6,314 | $6,636-4.9% | $7,997-21.0% | $4,212+49.9% |
| Admin fee / account holder | $25,111 | $8,568+193.1% | $13,435+86.9% | $7,344+241.9% |