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 | $72,777 | $96,484-24.6% | $156,263-53.4% | $74,304-2.1% |
| Participation rate | 47.5% | 67.7%-20.1pp | 78.9%-31.4pp | 60.3%-12.8pp |
| Annual return | 12.50% | 17.73%-5.2pp | 59.47%-47.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,262 | $2,528-50.1% | $4,333-70.9% | $2,241-43.7% |
| Participant deferral / active EE | $2,366 | $4,286-44.8% | $6,158-61.6% | $3,767-37.2% |
| Admin fee / account holder | $6,902 | $3,728+85.2% | $14,255-51.6% | $2,969+132.5% |