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 | $69,175 | $96,484-28.3% | $156,263-55.7% | $74,304-6.9% |
| Participation rate | 47.2% | 67.7%-20.4pp | 78.9%-31.7pp | 60.3%-13.1pp |
| Annual return | 12.77% | 17.73%-5.0pp | 59.47%-46.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,024 | $2,528-59.5% | $4,333-76.4% | $2,241-54.3% |
| Participant deferral / active EE | $3,117 | $4,286-27.3% | $6,158-49.4% | $3,767-17.3% |
| Admin fee / account holder | $4,060 | $3,728+8.9% | $14,255-71.5% | $2,969+36.8% |