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 | $101,968 | $53,822+89.5% | $75,696+34.7% | $85,850+18.8% |
| Participation rate | 61.5% | 69.1%-7.5pp | 74.8%-13.3pp | 69.3%-7.8pp |
| Annual return | 10.54% | 24.54%-14.0pp | 104.53%-94.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,369 | $2,017-32.1% | $2,743-50.1% | $2,565-46.6% |
| Participant deferral / active EE | $3,654 | $2,895+26.2% | $3,821-4.4% | $3,952-7.5% |
| Admin fee / account holder | $3,292 | $3,343-1.5% | $3,619-9.0% | $6,260-47.4% |