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 | $81,435 | $70,428+15.6% | $96,562-15.7% | $85,850-5.1% |
| Participation rate | 35.1% | 61.8%-26.7pp | 69.8%-34.7pp | 69.3%-34.2pp |
| Annual return | 4.84% | 18.59%-13.7pp | 37.78%-32.9pp | 318.53%-313.7pp |
| Employer contribution / active EE | $336 | $1,413-76.2% | $2,356-85.8% | $2,565-86.9% |
| Participant deferral / active EE | $1,357 | $2,894-53.1% | $3,849-64.7% | $3,952-65.7% |
| Admin fee / account holder | $12,438 | $4,997+148.9% | $6,181+101.2% | $6,260+98.7% |