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 | $68,098 | $71,516-4.8% | $98,439-30.8% | $71,457-4.7% |
| Participation rate | 60.9% | 72.7%-11.8pp | 75.2%-14.2pp | 67.9%-7.0pp |
| Annual return | 13.08% | 32.41%-19.3pp | 21.16%-8.1pp | 28.85%-15.8pp |
| Employer contribution / active EE | $782 | $2,399-67.4% | $3,048-74.4% | $2,588-69.8% |
| Participant deferral / active EE | $3,126 | $4,109-23.9% | $4,738-34.0% | $4,289-27.1% |
| Admin fee / account holder | $3,438 | $1,675+105.3% | $8,948-61.6% | $1,587+116.6% |