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 | $69,288 | $57,281+21.0% | $86,612-20.0% | $75,163-7.8% |
| Participation rate | 69.2% | 63.2%+6.0pp | 71.7%-2.5pp | 67.2%+2.0pp |
| Annual return | 12.95% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $839 | $2,314-63.8% | $3,022-72.2% | $2,670-68.6% |
| Participant deferral / active EE | $1,053 | $3,318-68.3% | $4,438-76.3% | $4,125-74.5% |
| Admin fee / account holder | $26,600 | $4,112+546.9% | $5,614+373.8% | $5,651+370.7% |