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 | $94,342 | $68,719+37.3% | $91,541+3.1% | $84,808+11.2% |
| Participation rate | 42.0% | 64.5%-22.5pp | 69.8%-27.8pp | 68.3%-26.3pp |
| Annual return | 11.60% | 19.12%-7.5pp | 20.50%-8.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $940 | $1,920-51.0% | $2,505-62.5% | $2,631-64.3% |
| Participant deferral / active EE | $1,304 | $3,136-58.4% | $4,008-67.5% | $4,212-69.0% |
| Admin fee / account holder | $3,222 | $5,786-44.3% | $6,956-53.7% | $7,344-56.1% |