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 5-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 | $77,503 | $61,605+25.8% | $112,229-30.9% | $75,163+3.1% |
| Participation rate | 46.4% | 61.7%-15.3pp | 72.4%-26.0pp | 67.2%-20.8pp |
| Annual return | 12.29% | 28.47%-16.2pp | 30.20%-17.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $619 | $2,015-69.3% | $3,430-82.0% | $2,670-76.8% |
| Participant deferral / active EE | $2,588 | $3,108-16.7% | $4,798-46.1% | $4,125-37.3% |
| Admin fee / account holder | $12,325 | $4,862+153.5% | $7,748+59.1% | $5,651+118.1% |