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 | $55,511 | $74,927-25.9% | $101,794-45.5% | $84,808-34.5% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 12.49% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $712 | $1,522-53.2% | $2,289-68.9% | $2,631-72.9% |
| Participant deferral / active EE | $3,221 | $3,099+3.9% | $4,084-21.1% | $4,212-23.5% |
| Admin fee / account holder | $8,171 | $6,514+25.4% | $8,777-6.9% | $7,344+11.3% |