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 | $40,929 | $100,923-59.4% | $150,045-72.7% | $74,304-44.9% |
| Participation rate | 60.6% | 70.1%-9.5pp | 82.3%-21.8pp | 60.3%+0.2pp |
| Annual return | 14.61% | 51.77%-37.2pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $602 | $3,463-82.6% | $4,693-87.2% | $2,241-73.1% |
| Participant deferral / active EE | $4,207 | $6,709-37.3% | $7,997-47.4% | $3,767+11.7% |
| Admin fee / account holder | $4,429 | $2,767+60.1% | $13,435-67.0% | $2,969+49.2% |