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 | $62,628 | $81,460-23.1% | $103,333-39.4% | $80,856-22.5% |
| Participation rate | 67.3% | 66.8%+0.5pp | 74.5%-7.2pp | 67.6%-0.3pp |
| Annual return | 10.44% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,496 | $3,105-19.6% | $3,868-35.5% | $2,755-9.4% |
| Participant deferral / active EE | $4,050 | $3,869+4.7% | $5,057-19.9% | $4,296-5.7% |
| Admin fee / account holder | $8,198 | $6,566+24.9% | $8,355-1.9% | $6,918+18.5% |