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 | $61,779 | $59,097+4.5% | $82,389-25.0% | $74,304-16.9% |
| Participation rate | 26.3% | 52.8%-26.5pp | 69.5%-43.3pp | 60.3%-34.1pp |
| Annual return | 11.57% | 22.85%-11.3pp | 28.67%-17.1pp | 29.43%-17.9pp |
| Employer contribution / active EE | $412 | $1,601-74.2% | $2,517-83.6% | $2,241-81.6% |
| Participant deferral / active EE | $1,609 | $2,775-42.0% | $4,155-61.3% | $3,767-57.3% |
| Admin fee / account holder | $1,759 | $4,489-60.8% | $7,231-75.7% | $2,969-40.7% |