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 | $28,581 | $80,968-64.7% | $96,544-70.4% | $75,163-62.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 12.59% | 27.06%-14.5pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,782 | $2,282-21.9% | $2,965-39.9% | $2,670-33.3% |
| Participant deferral / active EE | $2,066 | $3,928-47.4% | $4,851-57.4% | $4,125-49.9% |
| Admin fee / account holder | $8,904 | $6,724+32.4% | $8,252+7.9% | $5,651+57.6% |