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 | $83,194 | $78,926+5.4% | $136,749-39.2% | $84,808-1.9% |
| Participation rate | 43.4% | 62.2%-18.8pp | 72.1%-28.8pp | 68.3%-24.9pp |
| Annual return | 11.30% | 18.17%-6.9pp | 24.33%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,280 | $2,134-40.0% | $3,400-62.3% | $2,631-51.3% |
| Participant deferral / active EE | $1,770 | $3,168-44.1% | $4,692-62.3% | $4,212-58.0% |
| Admin fee / account holder | $13,866 | $6,369+117.7% | $11,386+21.8% | $7,344+88.8% |