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 | $59,453 | $65,041-8.6% | $90,951-34.6% | $79,858-25.6% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 6.76% | 30.45%-23.7pp | 134.60%-127.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $965 | $1,247-22.6% | $2,122-54.5% | $2,471-60.9% |
| Participant deferral / active EE | $3,757 | $2,512+49.5% | $3,373+11.4% | $3,740+0.4% |
| Admin fee / account holder | $8,347 | $4,536+84.0% | $5,959+40.1% | $5,306+57.3% |