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 | $35,205 | $48,795-27.9% | $65,493-46.2% | $84,808-58.5% |
| Participation rate | 68.1% | 67.0%+1.1pp | 73.1%-5.0pp | 68.3%-0.2pp |
| Annual return | 10.62% | 20.20%-9.6pp | 982.45%-971.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,896 | $2,928+33.1% | $3,961-1.6% | $4,212-7.5% |
| Admin fee / account holder | $3,197 | $3,877-17.6% | $5,028-36.4% | $7,344-56.5% |