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 | $48,338 | $60,892-20.6% | $82,389-41.3% | $84,808-43.0% |
| Participation rate | 63.8% | 63.3%+0.6pp | 69.5%-5.7pp | 68.3%-4.5pp |
| Annual return | 9.11% | 37.29%-28.2pp | 28.67%-19.6pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,333 | $1,779+31.1% | $2,517-7.3% | $2,631-11.3% |
| Participant deferral / active EE | $4,209 | $3,179+32.4% | $4,155+1.3% | $4,212-0.1% |
| Admin fee / account holder | $39,530 | $5,467+623.0% | $7,231+446.7% | $7,344+438.3% |