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 | $61,816 | $31,310+97.4% | $53,898+14.7% | $74,304-16.8% |
| Participation rate | 43.6% | 30.7%+13.0pp | 55.0%-11.3pp | 60.3%-16.7pp |
| Annual return | 14.05% | 23.16%-9.1pp | 528.60%-514.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $559 | $450+24.2% | $932-40.1% | $2,241-75.1% |
| Participant deferral / active EE | $3,735 | $934+299.8% | $1,826+104.5% | $3,767-0.9% |
| Admin fee / account holder | $2,803 | $2,175+28.9% | $2,491+12.5% | $2,969-5.6% |