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 | $44,622 | $71,050-37.2% | $93,606-52.3% | $80,856-44.8% |
| Participation rate | 65.8% | 60.4%+5.4pp | 68.7%-2.9pp | 67.6%-1.8pp |
| Annual return | 0.32% | 11.26%-10.9pp | 133.20%-132.9pp | 35.59%-35.3pp |
| Employer contribution / active EE | $587 | $1,564-62.4% | $2,420-75.7% | $2,755-78.7% |
| Participant deferral / active EE | $1,264 | $4,034-68.7% | $4,411-71.3% | $4,296-70.6% |
| Admin fee / account holder | $8,282 | $6,945+19.3% | $8,2850% | $6,918+19.7% |