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 | $92,886 | $59,097+57.2% | $82,389+12.7% | $74,304+25.0% |
| Participation rate | 39.1% | 52.8%-13.7pp | 69.5%-30.4pp | 60.3%-21.2pp |
| Annual return | 12.68% | 22.85%-10.2pp | 28.67%-16.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,152 | $1,601-28.1% | $2,517-54.2% | $2,241-48.6% |
| Participant deferral / active EE | $2,178 | $2,775-21.5% | $4,155-47.6% | $3,767-42.2% |
| Admin fee / account holder | $7,396 | $4,489+64.7% | $7,231+2.3% | $2,969+149.1% |