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 | $53,958 | $54,762-1.5% | $90,281-40.2% | $72,985-26.1% |
| Participation rate | 63.9% | 65.1%-1.2pp | 73.3%-9.3pp | 69.5%-5.6pp |
| Annual return | 5.40% | 30.63%-25.2pp | 78.10%-72.7pp | 81.00%-75.6pp |
| Employer contribution / active EE | $923 | $2,092-55.9% | $2,854-67.7% | $2,440-62.2% |
| Participant deferral / active EE | $1,553 | $2,887-46.2% | $3,885-60.0% | $3,607-56.9% |
| Admin fee / account holder | $2,600 | $3,972-34.5% | $5,351-51.4% | $5,124-49.3% |