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 | $61,719 | $74,927-17.6% | $101,794-39.4% | $84,808-27.2% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.4pp | 68.3%-0.6pp |
| Annual return | 9.95% | 18.70%-8.8pp | 30.53%-20.6pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,736 | $1,522+14.1% | $2,289-24.2% | $2,631-34.0% |
| Participant deferral / active EE | $1,683 | $3,099-45.7% | $4,084-58.8% | $4,212-60.0% |
| Admin fee / account holder | $18,818 | $6,514+188.9% | $8,777+114.4% | $7,344+156.2% |