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 | $49,384 | $71,050-30.5% | $93,606-47.2% | $80,856-38.9% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 9.51% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,844 | $1,564+17.9% | $2,420-23.8% | $2,755-33.1% |
| Participant deferral / active EE | $2,691 | $4,034-33.3% | $4,411-39.0% | $4,296-37.4% |
| Admin fee / account holder | $9,531 | $6,945+37.2% | $8,285+15.0% | $6,918+37.8% |