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 | $39,357 | $54,541-27.8% | $78,778-50.0% | $70,131-43.9% |
| Participation rate | 67.1% | 60.8%+6.3pp | 69.2%-2.1pp | 69.5%-2.5pp |
| Annual return | 12.02% | 21.07%-9.1pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $435 | $1,089-60.1% | $1,986-78.1% | $2,342-81.4% |
| Participant deferral / active EE | $2,980 | $2,210+34.9% | $2,958+0.7% | $3,332-10.5% |
| Admin fee / account holder | $556 | $3,709-85.0% | $5,134-89.2% | $4,645-88.0% |