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 | $56,724 | $80,717-29.7% | $154,803-63.4% | $84,808-33.1% |
| Participation rate | 63.2% | 66.8%-3.6pp | 78.1%-14.9pp | 68.3%-5.1pp |
| Annual return | 12.21% | 37.96%-25.7pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,986 | $2,761-28.1% | $4,305-53.9% | $2,631-24.5% |
| Participant deferral / active EE | $3,819 | $3,303+15.6% | $5,540-31.1% | $4,212-9.3% |
| Admin fee / account holder | $1,105 | $6,746-83.6% | $14,329-92.3% | $7,344-85.0% |