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 | $53,813 | $48,750+10.4% | $88,946-39.5% | $74,304-27.6% |
| Participation rate | 68.2% | 44.5%+23.7pp | 68.8%-0.7pp | 60.3%+7.8pp |
| Annual return | 7.30% | 25.91%-18.6pp | 57.82%-50.5pp | 29.43%-22.1pp |
| Employer contribution / active EE | $2,452 | $1,255+95.4% | $2,555-4.0% | $2,241+9.4% |
| Participant deferral / active EE | $4,020 | $2,423+65.9% | $4,581-12.3% | $3,767+6.7% |
| Admin fee / account holder | $2,584 | $3,756-31.2% | $8,261-68.7% | $2,969-13.0% |