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 | $27,554 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 8.60% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,482 | $3,100-52.2% | $4,672-68.3% | $2,755-46.2% |
| Participant deferral / active EE | $3,588 | $3,452+4.0% | $5,626-36.2% | $4,296-16.5% |
| Admin fee / account holder | $11,613 | $7,997+45.2% | $15,912-27.0% | $6,918+67.9% |