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 | $53,109 | $109,413-51.5% | $156,263-66.0% | $84,808-37.4% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 10.14% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,248 | $2,907-22.7% | $4,333-48.1% | $2,631-14.6% |
| Participant deferral / active EE | $4,187 | $4,590-8.8% | $6,158-32.0% | $4,212-0.6% |
| Admin fee / account holder | $37,513 | $9,357+300.9% | $14,255+163.2% | $7,344+410.8% |