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 | $34,497 | $56,897-39.4% | $84,750-59.3% | $62,891-45.1% |
| Participation rate | 66.0% | 68.5%-2.5pp | 76.6%-10.6pp | 69.3%-3.3pp |
| Annual return | 2.71% | 6.30%-3.6pp | 22.78%-20.1pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,544 | $2,400-35.6% | $3,574-56.8% | $2,281-32.3% |
| Participant deferral / active EE | $3,187 | $2,709+17.6% | $3,712-14.1% | $3,203-0.5% |
| Admin fee / account holder | $486 | $3,581-86.4% | $5,332-90.9% | $4,296-88.7% |