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 | $77,851 | $176,812-56.0% | $146,665-46.9% | $167,490-53.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 4.70% | 24.03%-19.3pp | 22.74%-18.0pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,686 | $5,160-47.9% | $4,136-35.1% | $4,837-44.5% |
| Participant deferral / active EE | $3,450 | $6,440-46.4% | $5,506-37.3% | $6,341-45.6% |
| Admin fee / account holder | $13,034 | $13,259-1.7% | $10,280+26.8% | $12,309+5.9% |