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 | $60,680 | $89,753-32.4% | $107,525-43.6% | $84,808-28.5% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.1pp |
| Annual return | 10.44% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,112 | $3,113-64.3% | $3,754-70.4% | $2,631-57.7% |
| Participant deferral / active EE | $3,562 | $4,056-12.2% | $5,116-30.4% | $4,212-15.4% |
| Admin fee / account holder | $7,192 | $7,222-0.4% | $8,919-19.4% | $7,344-2.1% |