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 | $69,389 | $80,673-14.0% | $101,326-31.5% | $84,808-18.2% |
| Participation rate | 29.6% | 77.8%-48.2pp | 81.5%-51.9pp | 68.3%-38.7pp |
| Annual return | 11.58% | 38.95%-27.4pp | 36.82%-25.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,163 | $2,698+17.3% | $3,665-13.7% | $2,631+20.2% |
| Participant deferral / active EE | $7,855 | $6,840+14.8% | $7,994-1.7% | $4,212+86.5% |
| Admin fee / account holder | $46,956 | $12,784+267.3% | $11,185+319.8% | $7,344+539.4% |