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 | $97,673 | $65,365+49.4% | $92,893+5.1% | $72,985+33.8% |
| Participation rate | 32.2% | 68.3%-36.1pp | 76.0%-43.8pp | 69.5%-37.3pp |
| Annual return | 1.29% | 42.10%-40.8pp | 109.41%-108.1pp | 81.00%-79.7pp |
| Employer contribution / active EE | $1,146 | $2,594-55.8% | $3,653-68.6% | $2,440-53.0% |
| Participant deferral / active EE | $1,806 | $3,128-42.3% | $4,236-57.4% | $3,607-49.9% |
| Admin fee / account holder | $2,641 | $4,251-37.9% | $5,794-54.4% | $5,124-48.5% |