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 | $56,079 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.1pp |
| Annual return | 4.07% | 22.30%-18.2pp | 46.47%-42.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $951 | $2,692-64.7% | $3,660-74.0% | $2,471-61.5% |
| Participant deferral / active EE | $1,926 | $3,282-41.3% | $4,370-55.9% | $3,740-48.5% |
| Admin fee / account holder | $1,771 | $4,400-59.8% | $5,945-70.2% | $5,306-66.6% |