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 | $40,274 | $60,349-33.3% | $74,183-45.7% | $62,891-36.0% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 4.63% | 21.37%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,227 | $1,680-27.0% | $2,370-48.2% | $2,281-46.2% |
| Participant deferral / active EE | $3,254 | $2,856+13.9% | $3,550-8.3% | $3,203+1.6% |
| Admin fee / account holder | $7,561 | $4,261+77.4% | $5,586+35.4% | $4,296+76.0% |