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 | $57,888 | $71,050-18.5% | $93,606-38.2% | $80,856-28.4% |
| Participation rate | 51.1% | 60.4%-9.3pp | 68.7%-17.7pp | 67.6%-16.6pp |
| Annual return | 8.33% | 11.26%-2.9pp | 133.20%-124.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $659 | $1,564-57.9% | $2,420-72.8% | $2,755-76.1% |
| Participant deferral / active EE | $3,075 | $4,034-23.8% | $4,411-30.3% | $4,296-28.4% |
| Admin fee / account holder | $8,462 | $6,945+21.8% | $8,285+2.1% | $6,918+22.3% |