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 | $53,847 | $101,724-47.1% | $164,813-67.3% | $80,856-33.4% |
| Participation rate | 64.1% | 71.8%-7.7pp | 78.6%-14.5pp | 67.6%-3.5pp |
| Annual return | 10.51% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,439 | $2,953-51.3% | $4,341-66.8% | $2,755-47.8% |
| Participant deferral / active EE | $2,644 | $4,477-40.9% | $6,031-56.2% | $4,296-38.4% |
| Admin fee / account holder | $3,486 | $8,227-57.6% | $12,690-72.5% | $6,918-49.6% |