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 | $58,996 | $65,409-9.8% | $98,442-40.1% | $85,850-31.3% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.0pp | 69.3%-8.0pp |
| Annual return | 11.60% | 21.76%-10.2pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,301 | $2,168-40.0% | $2,960-56.1% | $2,565-49.3% |
| Participant deferral / active EE | $2,223 | $3,166-29.8% | $4,276-48.0% | $3,952-43.7% |
| Admin fee / account holder | $2,185 | $4,593-52.4% | $5,949-63.3% | $6,260-65.1% |