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 | $90,811 | $65,041+39.6% | $90,951-0.2% | $79,858+13.7% |
| Participation rate | 44.6% | 61.6%-17.0pp | 69.0%-24.4pp | 69.6%-25.0pp |
| Annual return | 2.47% | 30.45%-28.0pp | 134.60%-132.1pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,581 | $1,247+26.8% | $2,122-25.5% | $2,471-36.0% |
| Participant deferral / active EE | $2,319 | $2,512-7.7% | $3,373-31.3% | $3,740-38.0% |
| Admin fee / account holder | $8,358 | $4,536+84.3% | $5,959+40.3% | $5,306+57.5% |