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 | $52,572 | $59,097-11.0% | $82,389-36.2% | $74,304-29.2% |
| Participation rate | 35.1% | 52.8%-17.7pp | 69.5%-34.5pp | 60.3%-25.3pp |
| Annual return | 11.20% | 22.85%-11.6pp | 28.67%-17.5pp | 29.43%-18.2pp |
| Employer contribution / active EE | $540 | $1,601-66.3% | $2,517-78.6% | $2,241-75.9% |
| Participant deferral / active EE | $1,102 | $2,775-60.3% | $4,155-73.5% | $3,767-70.8% |
| Admin fee / account holder | $3,228 | $4,489-28.1% | $7,231-55.4% | $2,969+8.7% |