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 | $48,958 | $74,927-34.7% | $101,794-51.9% | $84,808-42.3% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.1pp | 68.3%+0.7pp |
| Annual return | 8.77% | 18.70%-9.9pp | 30.53%-21.8pp | 40.90%-32.1pp |
| Employer contribution / active EE | $470 | $1,522-69.1% | $2,289-79.5% | $2,631-82.1% |
| Participant deferral / active EE | $2,900 | $3,099-6.4% | $4,084-29.0% | $4,212-31.1% |
| Admin fee / account holder | $3,026 | $6,514-53.5% | $8,777-65.5% | $7,344-58.8% |