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 | $89,956 | $59,097+52.2% | $82,389+9.2% | $74,304+21.1% |
| Participation rate | 26.4% | 52.8%-26.3pp | 69.5%-43.1pp | 60.3%-33.9pp |
| Annual return | 5.99% | 22.85%-16.9pp | 28.67%-22.7pp | 29.43%-23.4pp |
| Employer contribution / active EE | $823 | $1,601-48.6% | $2,517-67.3% | $2,241-63.3% |
| Participant deferral / active EE | $1,592 | $2,775-42.6% | $4,155-61.7% | $3,767-57.7% |
| Admin fee / account holder | $3,687 | $4,489-17.9% | $7,231-49.0% | $2,969+24.2% |