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 | $57,461 | $60,349-4.8% | $74,183-22.5% | $62,891-8.6% |
| Participation rate | 50.9% | 72.7%-21.8pp | 76.6%-25.7pp | 69.3%-18.4pp |
| Annual return | 4.12% | 21.37%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,289 | $1,680-23.3% | $2,370-45.6% | $2,281-43.5% |
| Participant deferral / active EE | $3,791 | $2,856+32.7% | $3,550+6.8% | $3,203+18.4% |
| Admin fee / account holder | $2,728 | $4,261-36.0% | $5,586-51.2% | $4,296-36.5% |