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 | $91,190 | $58,208+56.7% | $81,812+11.5% | $80,856+12.8% |
| Participation rate | 59.3% | 63.4%-4.2pp | 72.3%-13.1pp | 67.6%-8.4pp |
| Annual return | 5.26% | 41.66%-36.4pp | 773.79%-768.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,799 | $2,340-23.1% | $2,912-38.2% | $2,755-34.7% |
| Participant deferral / active EE | $3,742 | $3,281+14.0% | $4,319-13.4% | $4,296-12.9% |
| Admin fee / account holder | $2,551 | $4,981-48.8% | $7,386-65.5% | $6,918-63.1% |