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 | $72,229 | $80,717-10.5% | $154,803-53.3% | $84,808-14.8% |
| Participation rate | 54.1% | 66.8%-12.8pp | 78.1%-24.0pp | 68.3%-14.3pp |
| Annual return | 11.87% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,283 | $2,761-53.5% | $4,305-70.2% | $2,631-51.2% |
| Participant deferral / active EE | $2,051 | $3,303-37.9% | $5,540-63.0% | $4,212-51.3% |
| Admin fee / account holder | $5,482 | $6,746-18.7% | $14,329-61.7% | $7,344-25.4% |