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 | $75,959 | $92,985-18.3% | $153,485-50.5% | $80,856-6.1% |
| Participation rate | 63.5% | 69.0%-5.5pp | 77.1%-13.6pp | 67.6%-4.2pp |
| Annual return | 7.87% | 19.95%-12.1pp | 15.65%-7.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,210 | $3,507-65.5% | $5,039-76.0% | $2,755-56.1% |
| Participant deferral / active EE | $8,703 | $5,178+68.1% | $6,757+28.8% | $4,296+102.6% |
| Admin fee / account holder | $21,970 | $8,880+147.4% | $12,724+72.7% | $6,918+217.6% |