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 | $60,413 | $87,870-31.2% | $113,168-46.6% | $74,304-18.7% |
| Participation rate | 62.1% | 70.7%-8.7pp | 76.6%-14.5pp | 60.3%+1.7pp |
| Annual return | 9.42% | 26.44%-17.0pp | 24.27%-14.8pp | 29.43%-20.0pp |
| Employer contribution / active EE | $980 | $2,277-57.0% | $2,975-67.1% | $2,241-56.3% |
| Participant deferral / active EE | $2,616 | $4,241-38.3% | $5,107-48.8% | $3,767-30.6% |
| Admin fee / account holder | $8,664 | $3,368+157.2% | $12,068-28.2% | $2,969+191.8% |