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 | $64,240 | $79,944-19.6% | $98,439-34.7% | $75,163-14.5% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.2%-14.6pp | 67.2%-6.6pp |
| Annual return | 10.42% | 19.75%-9.3pp | 21.16%-10.7pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,249 | $2,264-44.8% | $3,048-59.0% | $2,670-53.2% |
| Participant deferral / active EE | $2,402 | $3,752-36.0% | $4,738-49.3% | $4,125-41.8% |
| Admin fee / account holder | $5,763 | $6,840-15.7% | $8,948-35.6% | $5,651+2.0% |