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 | $54,882 | $78,926-30.5% | $136,749-59.9% | $84,808-35.3% |
| Participation rate | 62.9% | 62.2%+0.7pp | 72.1%-9.3pp | 68.3%-5.5pp |
| Annual return | 11.34% | 18.17%-6.8pp | 24.33%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,569 | $2,134+67.2% | $3,400+5.0% | $2,631+35.6% |
| Participant deferral / active EE | $5,627 | $3,168+77.6% | $4,692+19.9% | $4,212+33.6% |
| Admin fee / account holder | $2,315 | $6,369-63.6% | $11,386-79.7% | $7,344-68.5% |