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 | $26,329 | $53,127-50.4% | $86,590-69.6% | $70,131-62.5% |
| Participation rate | 60.6% | 65.3%-4.7pp | 73.5%-12.9pp | 69.5%-8.9pp |
| Annual return | 11.44% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $478 | $2,068-76.9% | $2,839-83.2% | $2,342-79.6% |
| Participant deferral / active EE | $1,156 | $2,696-57.1% | $3,609-68.0% | $3,332-65.3% |
| Admin fee / account holder | $2,978 | $3,585-16.9% | $4,906-39.3% | $4,645-35.9% |