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 | $50,870 | $84,556-39.8% | $116,228-56.2% | $74,304-31.5% |
| Participation rate | 67.9% | 66.0%+1.9pp | 74.6%-6.6pp | 60.3%+7.6pp |
| Annual return | 9.38% | 18.35%-9.0pp | 90.06%-80.7pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,110 | $2,168-48.8% | $2,994-62.9% | $2,241-50.5% |
| Participant deferral / active EE | $2,303 | $3,814-39.6% | $4,953-53.5% | $3,767-38.9% |
| Admin fee / account holder | $4,472 | $3,792+17.9% | $11,989-62.7% | $2,969+50.6% |