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 | $30,125 | $60,892-50.5% | $82,389-63.4% | $84,808-64.5% |
| Participation rate | 61.9% | 63.3%-1.4pp | 69.5%-7.6pp | 68.3%-6.4pp |
| Annual return | 11.84% | 37.29%-25.5pp | 28.67%-16.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $387 | $1,779-78.3% | $2,517-84.6% | $2,631-85.3% |
| Participant deferral / active EE | $3,095 | $3,179-2.6% | $4,155-25.5% | $4,212-26.5% |
| Admin fee / account holder | $7,228 | $5,467+32.2% | $7,2310% | $7,344-1.6% |