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 | $58,453 | $64,480-9.3% | $81,382-28.2% | $80,856-27.7% |
| Participation rate | 35.6% | 63.9%-28.3pp | 69.5%-33.9pp | 67.6%-32.1pp |
| Annual return | 7.59% | 16.34%-8.8pp | 24.73%-17.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $726 | $1,978-63.3% | $2,463-70.5% | $2,755-73.7% |
| Participant deferral / active EE | $3,223 | $3,094+4.2% | $3,883-17.0% | $4,296-25.0% |
| Admin fee / account holder | $58,755 | $5,671+936.1% | $5,768+918.6% | $6,918+749.3% |