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 | $35,978 | $53,127-32.3% | $86,590-58.4% | $70,131-48.7% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 6.10% | 27.66%-21.6pp | 964.84%-958.7pp | 73.14%-67.0pp |
| Employer contribution / active EE | $1,130 | $2,068-45.3% | $2,839-60.2% | $2,342-51.7% |
| Participant deferral / active EE | $1,848 | $2,696-31.4% | $3,609-48.8% | $3,332-44.5% |
| Admin fee / account holder | $4,098 | $3,585+14.3% | $4,906-16.5% | $4,645-11.8% |