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 | $53,954 | $62,672-13.9% | $185,117-70.9% | $70,131-23.1% |
| Participation rate | 65.9% | 63.8%+2.1pp | 77.3%-11.4pp | 69.5%-3.7pp |
| Annual return | 13.14% | 40.79%-27.7pp | 40.50%-27.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,410 | $1,753-19.6% | $4,182-66.3% | $2,342-39.8% |
| Participant deferral / active EE | $4,096 | $3,272+25.2% | $5,045-18.8% | $3,332+22.9% |
| Admin fee / account holder | $1,438 | $3,932-63.4% | $8,159-82.4% | $4,645-69.0% |