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 | $29,168 | $72,012-59.5% | $185,823-84.3% | $79,858-63.5% |
| Participation rate | 63.0% | 65.8%-2.7pp | 78.0%-15.0pp | 69.6%-6.6pp |
| Annual return | 10.42% | 23.12%-12.7pp | 35.95%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $629 | $1,965-68.0% | $4,087-84.6% | $2,471-74.5% |
| Participant deferral / active EE | $1,348 | $3,779-64.3% | $5,632-76.1% | $3,740-63.9% |
| Admin fee / account holder | $6,018 | $4,513+33.4% | $9,500-36.7% | $5,306+13.4% |