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 | $41,929 | $65,041-35.5% | $90,951-53.9% | $79,858-47.5% |
| Participation rate | 62.1% | 61.6%+0.5pp | 69.0%-6.9pp | 69.6%-7.6pp |
| Annual return | 9.72% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $890 | $1,247-28.6% | $2,122-58.0% | $2,471-64.0% |
| Participant deferral / active EE | $1,471 | $2,512-41.4% | $3,373-56.4% | $3,740-60.7% |
| Admin fee / account holder | $5,779 | $4,536+27.4% | $5,959-3.0% | $5,306+8.9% |