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 | $33,866 | $49,915-32.2% | $154,803-78.1% | $74,304-54.4% |
| Participation rate | 64.9% | 54.0%+10.9pp | 78.1%-13.2pp | 60.3%+4.5pp |
| Annual return | 10.98% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.5pp |
| Employer contribution / active EE | $742 | $1,611-53.9% | $4,305-82.8% | $2,241-66.9% |
| Participant deferral / active EE | $2,498 | $2,255+10.8% | $5,540-54.9% | $3,767-33.7% |
| Admin fee / account holder | $933 | $2,189-57.4% | $14,329-93.5% | $2,969-68.6% |