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 | $75,853 | $60,022+26.4% | $88,946-14.7% | $84,808-10.6% |
| Participation rate | 19.2% | 57.8%-38.6pp | 68.8%-49.6pp | 68.3%-49.1pp |
| Annual return | 9.65% | 22.43%-12.8pp | 57.82%-48.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $490 | $1,703-71.2% | $2,555-80.8% | $2,631-81.4% |
| Participant deferral / active EE | $1,080 | $3,114-65.3% | $4,581-76.4% | $4,212-74.3% |
| Admin fee / account holder | $50,839 | $4,811+956.7% | $8,261+515.4% | $7,344+592.3% |