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 | $67,098 | $53,516+25.4% | $126,539-47.0% | $84,808-20.9% |
| Participation rate | 56.0% | 58.2%-2.2pp | 69.8%-13.8pp | 68.3%-12.3pp |
| Annual return | 6.89% | 58.34%-51.5pp | 425.95%-419.1pp | 40.90%-34.0pp |
| Employer contribution / active EE | $920 | $1,535-40.1% | $3,674-75.0% | $2,631-65.1% |
| Participant deferral / active EE | $1,895 | $2,671-29.1% | $4,083-53.6% | $4,212-55.0% |
| Admin fee / account holder | $1,696 | $4,497-62.3% | $6,065-72.0% | $7,344-76.9% |