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 | $60,207 | $78,705-23.5% | $117,854-48.9% | $70,131-14.2% |
| Participation rate | 64.5% | 73.2%-8.7pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 10.88% | 23.30%-12.4pp | 335.08%-324.2pp | 73.14%-62.3pp |
| Employer contribution / active EE | $592 | $2,223-73.4% | $3,786-84.4% | $2,342-74.7% |
| Participant deferral / active EE | $1,822 | $3,297-44.7% | $4,482-59.3% | $3,332-45.3% |
| Admin fee / account holder | $5,692 | $5,065+12.4% | $8,020-29.0% | $4,645+22.5% |