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 | $85,279 | $57,541+48.2% | $95,745-10.9% | $75,163+13.5% |
| Participation rate | 68.6% | 62.5%+6.1pp | 72.3%-3.7pp | 67.2%+1.4pp |
| Annual return | 11.74% | 34.93%-23.2pp | 28.35%-16.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,858 | $3,074+90.6% | $4,245+38.0% | $4,125+42.0% |
| Admin fee / account holder | $11,542 | $4,099+181.6% | $5,678+103.3% | $5,651+104.3% |