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 | $88,211 | $74,927+17.7% | $101,794-13.3% | $84,808+4.0% |
| Participation rate | 35.5% | 61.4%-25.9pp | 69.2%-33.7pp | 68.3%-32.8pp |
| Annual return | 12.46% | 18.70%-6.2pp | 30.53%-18.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $342 | $1,522-77.6% | $2,289-85.1% | $2,631-87.0% |
| Participant deferral / active EE | $1,885 | $3,099-39.2% | $4,084-53.8% | $4,212-55.2% |
| Admin fee / account holder | $1,259 | $6,514-80.7% | $8,777-85.7% | $7,344-82.9% |