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 | $39,995 | $81,208-50.7% | $98,907-59.6% | $79,858-49.9% |
| Participation rate | 69.8% | 72.5%-2.7pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 9.83% | 60.99%-51.2pp | 196.43%-186.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $589 | $1,960-70.0% | $2,689-78.1% | $2,471-76.2% |
| Participant deferral / active EE | $3,380 | $3,265+3.5% | $4,244-20.4% | $3,740-9.6% |
| Admin fee / account holder | $9,946 | $6,013+65.4% | $6,642+49.8% | $5,306+87.4% |