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 | $98,646 | $81,208+21.5% | $98,907-0.3% | $79,858+23.5% |
| Participation rate | 43.1% | 72.5%-29.4pp | 76.0%-32.9pp | 69.6%-26.5pp |
| Annual return | 8.93% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $697 | $1,960-64.4% | $2,689-74.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,539 | $3,265-52.9% | $4,244-63.7% | $3,740-58.8% |
| Admin fee / account holder | $8,787 | $6,013+46.1% | $6,642+32.3% | $5,306+65.6% |