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 | $88,455 | $74,927+18.1% | $101,794-13.1% | $84,808+4.3% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 12.29% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,155 | $3,099-30.5% | $4,084-47.2% | $4,212-48.8% |
| Admin fee / account holder | $8,111 | $6,514+24.5% | $8,777-7.6% | $7,344+10.5% |