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 | $92,096 | $72,277+27.4% | $101,248-9.0% | $79,858+15.3% |
| Participation rate | 39.3% | 68.5%-29.1pp | 75.8%-36.5pp | 69.6%-30.3pp |
| Annual return | 4.58% | 22.30%-17.7pp | 46.47%-41.9pp | 31.71%-27.1pp |
| Employer contribution / active EE | $882 | $2,692-67.2% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $1,976 | $3,282-39.8% | $4,370-54.8% | $3,740-47.2% |
| Admin fee / account holder | $686 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |