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 | $48,757 | $67,606-27.9% | $82,313-40.8% | $70,131-30.5% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 9.90% | 21.57%-11.7pp | 25.88%-16.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $546 | $1,755-68.9% | $2,428-77.5% | $2,342-76.7% |
| Participant deferral / active EE | $1,733 | $2,987-42.0% | $3,706-53.3% | $3,332-48.0% |
| Admin fee / account holder | $6,258 | $4,512+38.7% | $5,608+11.6% | $4,645+34.7% |