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 | $58,328 | $80,717-27.7% | $154,803-62.3% | $84,808-31.2% |
| Participation rate | 64.4% | 66.8%-2.4pp | 78.1%-13.7pp | 68.3%-3.9pp |
| Annual return | 12.93% | 37.96%-25.0pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $584 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $3,278 | $3,303-0.8% | $5,540-40.8% | $4,212-22.2% |
| Admin fee / account holder | $7,020 | $6,746+4.1% | $14,329-51.0% | $7,344-4.4% |