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 | $56,703 | $101,724-44.3% | $164,813-65.6% | $80,856-29.9% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.4pp | 67.6%-1.5pp |
| Annual return | 10.13% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,548 | $2,953-47.6% | $4,341-64.3% | $2,755-43.8% |
| Participant deferral / active EE | $3,325 | $4,477-25.7% | $6,031-44.9% | $4,296-22.6% |
| Admin fee / account holder | $1,906 | $8,227-76.8% | $12,690-85.0% | $6,918-72.4% |