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 6-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 | $82,389 | $37,426+120.1% | $77,482+6.3% | $79,858+3.2% |
| Participation rate | 46.7% | 41.5%+5.2pp | 54.2%-7.5pp | 69.6%-23.0pp |
| Annual return | 7.91% | 39.70%-31.8pp | 54.79%-46.9pp | 31.71%-23.8pp |
| Employer contribution / active EE | $292 | $637-54.1% | $986-70.4% | $2,471-88.2% |
| Participant deferral / active EE | $1,111 | $1,260-11.8% | $1,861-40.3% | $3,740-70.3% |
| Admin fee / account holder | $2,551 | $2,504+1.9% | $2,858-10.7% | $5,306-51.9% |