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 | $89,651 | $93,571-4.2% | $135,903-34.0% | $75,163+19.3% |
| Participation rate | 48.4% | 75.2%-26.8pp | 81.9%-33.5pp | 67.2%-18.8pp |
| Annual return | 13.01% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,627 | $3,537-54.0% | $4,856-66.5% | $2,670-39.1% |
| Participant deferral / active EE | $4,682 | $6,404-26.9% | $7,758-39.6% | $4,125+13.5% |
| Admin fee / account holder | $10,371 | $6,975+48.7% | $10,762-3.6% | $5,651+83.5% |