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 | $94,234 | $78,926+19.4% | $136,749-31.1% | $84,808+11.1% |
| Participation rate | 56.6% | 62.2%-5.6pp | 72.1%-15.5pp | 68.3%-11.7pp |
| Annual return | 10.95% | 18.17%-7.2pp | 24.33%-13.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $882 | $2,134-58.7% | $3,400-74.1% | $2,631-66.5% |
| Participant deferral / active EE | $3,652 | $3,168+15.3% | $4,692-22.2% | $4,212-13.3% |
| Admin fee / account holder | $7,646 | $6,369+20.1% | $11,386-32.8% | $7,344+4.1% |