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 | $56,682 | $91,552-38.1% | $133,956-57.7% | $79,858-29.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 5.74% | 61.85%-56.1pp | 45.09%-39.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,691 | $2,384-29.1% | $3,919-56.9% | $2,471-31.6% |
| Participant deferral / active EE | $3,148 | $3,733-15.7% | $5,048-37.6% | $3,740-15.8% |
| Admin fee / account holder | $2,438 | $6,321-61.4% | $8,927-72.7% | $5,306-54.1% |