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 | $52,283 | $59,839-12.6% | $81,983-36.2% | $79,858-34.5% |
| Participation rate | 67.9% | 61.6%+6.2pp | 69.2%-1.4pp | 69.6%-1.8pp |
| Annual return | 8.76% | 17.56%-8.8pp | 41.31%-32.5pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,390 | $1,713-18.9% | $2,498-44.3% | $2,471-43.7% |
| Participant deferral / active EE | $1,630 | $2,695-39.5% | $3,722-56.2% | $3,740-56.4% |
| Admin fee / account holder | $5,373 | $4,287+25.3% | $5,664-5.1% | $5,306+1.3% |