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 | $92,330 | $76,367+20.9% | $93,606-1.4% | $72,985+26.5% |
| Participation rate | 40.7% | 71.7%-31.1pp | 75.8%-35.2pp | 69.5%-28.8pp |
| Annual return | 13.80% | 25.82%-12.0pp | 32.76%-19.0pp | 81.00%-67.2pp |
| Employer contribution / active EE | $660 | $2,275-71.0% | $2,718-75.7% | $2,440-72.9% |
| Participant deferral / active EE | $1,625 | $3,538-54.1% | $4,069-60.1% | $3,607-55.0% |
| Admin fee / account holder | $20,014 | $6,838+192.7% | $7,888+153.7% | $5,124+290.6% |