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 | $59,653 | $65,365-8.7% | $92,893-35.8% | $72,985-18.3% |
| Participation rate | 26.3% | 68.3%-42.0pp | 76.0%-49.7pp | 69.5%-43.2pp |
| Annual return | 6.85% | 42.10%-35.3pp | 109.41%-102.6pp | 81.00%-74.2pp |
| Employer contribution / active EE | $876 | $2,594-66.2% | $3,653-76.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,398 | $3,128-23.3% | $4,236-43.4% | $3,607-33.5% |
| Admin fee / account holder | $371 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |