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 | $59,118 | $81,248-27.2% | $155,509-62.0% | $80,856-26.9% |
| Participation rate | 53.1% | 66.2%-13.1pp | 78.2%-25.1pp | 67.6%-14.5pp |
| Annual return | 9.50% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $525 | $3,100-83.1% | $4,672-88.8% | $2,755-80.9% |
| Participant deferral / active EE | $3,901 | $3,452+13.0% | $5,626-30.7% | $4,296-9.2% |
| Admin fee / account holder | $9,934 | $7,997+24.2% | $15,912-37.6% | $6,918+43.6% |