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 | $85,643 | $60,892+40.6% | $82,389+4.0% | $84,808+1.0% |
| Participation rate | 28.1% | 63.3%-35.2pp | 69.5%-41.5pp | 68.3%-40.2pp |
| Annual return | 6.98% | 37.29%-30.3pp | 28.67%-21.7pp | 40.90%-33.9pp |
| Employer contribution / active EE | $715 | $1,779-59.8% | $2,517-71.6% | $2,631-72.8% |
| Participant deferral / active EE | $2,164 | $3,179-31.9% | $4,155-47.9% | $4,212-48.6% |
| Admin fee / account holder | $4,107 | $5,467-24.9% | $7,231-43.2% | $7,344-44.1% |