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 | $31,649 | $72,277-56.2% | $101,248-68.7% | $79,858-60.4% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 6.22% | 22.30%-16.1pp | 46.47%-40.2pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,987 | $2,692-26.2% | $3,660-45.7% | $2,471-19.6% |
| Participant deferral / active EE | $3,411 | $3,282+3.9% | $4,370-22.0% | $3,740-8.8% |
| Admin fee / account holder | $3,002 | $4,400-31.8% | $5,945-49.5% | $5,306-43.4% |