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 | $67,992 | $95,803-29.0% | $113,168-39.9% | $84,808-19.8% |
| Participation rate | 68.7% | 72.9%-4.2pp | 76.6%-7.9pp | 68.3%+0.4pp |
| Annual return | -3.49% | 25.00%-28.5pp | 24.27%-27.8pp | 40.90%-44.4pp |
| Employer contribution / active EE | $828 | $2,360-64.9% | $2,975-72.2% | $2,631-68.5% |
| Participant deferral / active EE | $2,909 | $4,242-31.4% | $5,107-43.0% | $4,212-30.9% |
| Admin fee / account holder | $1,407 | $8,989-84.3% | $12,068-88.3% | $7,344-80.8% |