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 | $33,484 | $80,717-58.5% | $154,803-78.4% | $84,808-60.5% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 7.85% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.1pp |
| Employer contribution / active EE | $971 | $2,761-64.8% | $4,305-77.5% | $2,631-63.1% |
| Participant deferral / active EE | $1,238 | $3,303-62.5% | $5,540-77.6% | $4,212-70.6% |
| Admin fee / account holder | $11,356 | $6,746+68.3% | $14,329-20.7% | $7,344+54.6% |