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 | $85,806 | $82,917+3.5% | $103,333-17.0% | $77,643+10.5% |
| Participation rate | 30.7% | 71.6%-40.8pp | 74.5%-43.8pp | 70.6%-39.9pp |
| Annual return | 10.29% | 19.13%-8.8pp | 24.88%-14.6pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,024 | $3,552-71.2% | $3,868-73.5% | $2,726-62.4% |
| Participant deferral / active EE | $1,834 | $4,108-55.4% | $5,057-63.7% | $4,647-60.5% |
| Admin fee / account holder | $2,636 | $638+313.2% | $8,355-68.4% | $430+512.5% |