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 | $66,282 | $54,051+22.6% | $76,080-12.9% | $79,386-16.5% |
| Participation rate | 53.7% | 57.9%-4.2pp | 79.4%-25.7pp | 70.7%-17.0pp |
| Annual return | 7.71% | 38.70%-31.0pp | 42.50%-34.8pp | 116.85%-109.1pp |
| Employer contribution / active EE | $2,164 | $2,674-19.1% | $3,962-45.4% | $2,427-10.8% |
| Participant deferral / active EE | $2,724 | $2,764-1.5% | $4,905-44.5% | $4,046-32.7% |
| Admin fee / account holder | $17,024 | $743+2189.9% | $4,883+248.6% | $626+2617.5% |