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 | $54,459 | $45,035+20.9% | $62,995-13.6% | $70,131-22.3% |
| Participation rate | 58.1% | 69.5%-11.5pp | 74.8%-16.7pp | 69.5%-11.5pp |
| Annual return | 10.75% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $898 | $2,051-56.2% | $2,759-67.4% | $2,342-61.6% |
| Participant deferral / active EE | $2,023 | $2,465-17.9% | $3,329-39.2% | $3,332-39.3% |
| Admin fee / account holder | $3,111 | $2,834+9.8% | $3,600-13.6% | $4,645-33.0% |