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 | $59,078 | $80,968-27.0% | $96,544-38.8% | $75,163-21.4% |
| Participation rate | 23.2% | 71.8%-48.6pp | 76.0%-52.7pp | 67.2%-44.0pp |
| Annual return | 10.73% | 27.06%-16.3pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $782 | $2,282-65.7% | $2,965-73.6% | $2,670-70.7% |
| Participant deferral / active EE | $1,914 | $3,928-51.3% | $4,851-60.5% | $4,125-53.6% |
| Admin fee / account holder | $14,535 | $6,724+116.2% | $8,252+76.1% | $5,651+157.2% |