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 | $39,856 | $56,053-28.9% | $75,972-47.5% | $80,856-50.7% |
| Participation rate | 67.4% | 62.0%+5.4pp | 69.1%-1.6pp | 67.6%-0.2pp |
| Annual return | 5.64% | 20.53%-14.9pp | 359.55%-353.9pp | 35.59%-30.0pp |
| Employer contribution / active EE | $2,326 | $1,874+24.1% | $2,685-13.4% | $2,755-15.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,075 | $5,234-79.5% | $6,467-83.4% | $6,918-84.5% |