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 | $54,646 | $95,803-43.0% | $113,168-51.7% | $84,808-35.6% |
| Participation rate | 68.1% | 72.9%-4.8pp | 76.6%-8.5pp | 68.3%-0.2pp |
| Annual return | 9.67% | 25.00%-15.3pp | 24.27%-14.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,724 | $2,360-26.9% | $2,975-42.1% | $2,631-34.5% |
| Participant deferral / active EE | $4,616 | $4,242+8.8% | $5,107-9.6% | $4,212+9.6% |
| Admin fee / account holder | $3,315 | $8,989-63.1% | $12,068-72.5% | $7,344-54.9% |