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 | $26,276 | $49,915-47.4% | $154,803-83.0% | $74,304-64.6% |
| Participation rate | 60.5% | 54.0%+6.6pp | 78.1%-17.5pp | 60.3%+0.2pp |
| Annual return | 12.19% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.2pp |
| Employer contribution / active EE | $793 | $1,611-50.8% | $4,305-81.6% | $2,241-64.6% |
| Participant deferral / active EE | $1,447 | $2,255-35.8% | $5,540-73.9% | $3,767-61.6% |
| Admin fee / account holder | $1,788 | $2,189-18.3% | $14,329-87.5% | $2,969-39.8% |