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 | $36,483 | $59,839-39.0% | $81,983-55.5% | $79,858-54.3% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.2%-1.2pp | 69.6%-1.6pp |
| Annual return | 6.71% | 17.56%-10.9pp | 41.31%-34.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $353 | $1,713-79.4% | $2,498-85.9% | $2,471-85.7% |
| Participant deferral / active EE | $1,917 | $2,695-28.9% | $3,722-48.5% | $3,740-48.8% |
| Admin fee / account holder | $4,775 | $4,287+11.4% | $5,664-15.7% | $5,306-10.0% |