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 | $71,300 | $48,750+46.3% | $88,946-19.8% | $74,304-4.0% |
| Participation rate | 35.5% | 44.5%-9.0pp | 68.8%-33.4pp | 60.3%-24.9pp |
| Annual return | 13.40% | 25.91%-12.5pp | 57.82%-44.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $787 | $1,255-37.3% | $2,555-69.2% | $2,241-64.9% |
| Participant deferral / active EE | $2,352 | $2,423-2.9% | $4,581-48.7% | $3,767-37.6% |
| Admin fee / account holder | $3,669 | $3,756-2.3% | $8,261-55.6% | $2,969+23.6% |