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 | $86,973 | $69,454+25.2% | $180,183-51.7% | $74,304+17.0% |
| Participation rate | 27.4% | 61.8%-34.4pp | 77.4%-50.1pp | 60.3%-33.0pp |
| Annual return | 12.46% | 25.86%-13.4pp | 27.86%-15.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $895 | $3,155-71.6% | $5,039-82.2% | $2,241-60.1% |
| Participant deferral / active EE | $2,662 | $4,662-42.9% | $6,822-61.0% | $3,767-29.4% |
| Admin fee / account holder | $11,356 | $3,036+274.0% | $19,975-43.1% | $2,969+282.5% |