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 | $64,628 | $74,927-13.7% | $101,794-36.5% | $84,808-23.8% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 9.88% | 18.70%-8.8pp | 30.53%-20.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $428 | $1,522-71.9% | $2,289-81.3% | $2,631-83.7% |
| Participant deferral / active EE | $2,009 | $3,099-35.2% | $4,084-50.8% | $4,212-52.3% |
| Admin fee / account holder | $1,415 | $6,514-78.3% | $8,777-83.9% | $7,344-80.7% |