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 | $65,377 | $74,927-12.7% | $101,794-35.8% | $84,808-22.9% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.2%-20.9pp | 68.3%-20.0pp |
| Annual return | 11.99% | 18.70%-6.7pp | 30.53%-18.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $688 | $1,522-54.8% | $2,289-69.9% | $2,631-73.8% |
| Participant deferral / active EE | $1,295 | $3,099-58.2% | $4,084-68.3% | $4,212-69.3% |
| Admin fee / account holder | $1,573 | $6,514-75.9% | $8,777-82.1% | $7,344-78.6% |