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 | $69,235 | $70,475-1.8% | $100,516-31.1% | $79,858-13.3% |
| Participation rate | 40.0% | 73.7%-33.7pp | 79.4%-39.4pp | 69.6%-29.6pp |
| Annual return | 11.21% | 21.90%-10.7pp | 30.89%-19.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $412 | $2,165-81.0% | $3,418-87.9% | $2,471-83.3% |
| Participant deferral / active EE | $2,748 | $5,181-47.0% | $6,270-56.2% | $3,740-26.5% |
| Admin fee / account holder | $12,816 | $4,478+186.2% | $8,081+58.6% | $5,306+141.5% |