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 | $23,365 | $48,046-51.4% | $84,611-72.4% | $72,985-68.0% |
| Participation rate | 67.6% | 57.6%+10.0pp | 68.2%-0.7pp | 69.5%-1.9pp |
| Annual return | 17.20% | 37.38%-20.2pp | 258.74%-241.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,624 | $1,602+1.4% | $2,652-38.8% | $2,440-33.5% |
| Participant deferral / active EE | $2,921 | $2,680+9.0% | $3,899-25.1% | $3,607-19.0% |
| Admin fee / account holder | $1,008 | $3,395-70.3% | $4,912-79.5% | $5,124-80.3% |