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 | $62,714 | $58,851+6.6% | $115,157-45.5% | $72,985-14.1% |
| Participation rate | 43.9% | 65.5%-21.7pp | 75.9%-32.0pp | 69.5%-25.6pp |
| Annual return | 13.12% | 23.16%-10.0pp | 35.60%-22.5pp | 81.00%-67.9pp |
| Employer contribution / active EE | $920 | $1,798-48.9% | $3,179-71.1% | $2,440-62.3% |
| Participant deferral / active EE | $2,865 | $2,643+8.4% | $4,168-31.3% | $3,607-20.6% |
| Admin fee / account holder | $13,527 | $6,370+112.4% | $7,088+90.9% | $5,124+164.0% |