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 | $61,338 | $89,698-31.6% | $103,476-40.7% | $80,856-24.1% |
| Participation rate | 42.9% | 76.0%-33.1pp | 80.5%-37.7pp | 67.6%-24.8pp |
| Annual return | 11.11% | 22.78%-11.7pp | 23.90%-12.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,346 | $4,018-66.5% | $4,672-71.2% | $2,755-51.1% |
| Participant deferral / active EE | $3,220 | $5,456-41.0% | $6,623-51.4% | $4,296-25.0% |
| Admin fee / account holder | $9,864 | $6,768+45.7% | $9,413+4.8% | $6,918+42.6% |