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 | $55,996 | $56,053-0.1% | $75,972-26.3% | $80,856-30.7% |
| Participation rate | 63.9% | 62.0%+1.9pp | 69.1%-5.2pp | 67.6%-3.7pp |
| Annual return | 7.60% | 20.53%-12.9pp | 359.55%-351.9pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,829 | $1,874-2.4% | $2,685-31.9% | $2,755-33.6% |
| Participant deferral / active EE | $2,643 | $3,052-13.4% | $4,255-37.9% | $4,296-38.5% |
| Admin fee / account holder | $11,129 | $5,234+112.7% | $6,467+72.1% | $6,918+60.9% |