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 | $103,987 | $61,605+68.8% | $112,229-7.3% | $75,163+38.3% |
| Participation rate | 59.4% | 61.7%-2.3pp | 72.4%-13.1pp | 67.2%-7.8pp |
| Annual return | 11.96% | 28.47%-16.5pp | 30.20%-18.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,983 | $2,015-1.6% | $3,430-42.2% | $2,670-25.7% |
| Participant deferral / active EE | $3,680 | $3,108+18.4% | $4,798-23.3% | $4,125-10.8% |
| Admin fee / account holder | $10,379 | $4,862+113.5% | $7,748+33.9% | $5,651+83.7% |