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 | $93,567 | $109,881-14.8% | $150,045-37.6% | $84,808+10.3% |
| Participation rate | 60.6% | 76.1%-15.5pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 13.11% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $756 | $3,561-78.8% | $4,693-83.9% | $2,631-71.3% |
| Participant deferral / active EE | $2,687 | $6,636-59.5% | $7,997-66.4% | $4,212-36.2% |
| Admin fee / account holder | $2,093 | $8,568-75.6% | $13,435-84.4% | $7,344-71.5% |