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 | $60,566 | $37,426+61.8% | $77,482-21.8% | $79,858-24.2% |
| Participation rate | 35.3% | 41.5%-6.2pp | 54.2%-18.9pp | 69.6%-34.3pp |
| Annual return | 10.02% | 39.70%-29.7pp | 54.79%-44.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $357 | $637-43.9% | $986-63.8% | $2,471-85.5% |
| Participant deferral / active EE | $424 | $1,260-66.4% | $1,861-77.2% | $3,740-88.7% |
| Admin fee / account holder | $1,827 | $2,504-27.0% | $2,858-36.1% | $5,306-65.6% |