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 | $69,056 | $78,926-12.5% | $136,749-49.5% | $84,808-18.6% |
| Participation rate | 26.2% | 62.2%-36.0pp | 72.1%-45.9pp | 68.3%-42.1pp |
| Annual return | 8.36% | 18.17%-9.8pp | 24.33%-16.0pp | 40.90%-32.5pp |
| Employer contribution / active EE | $913 | $2,134-57.2% | $3,400-73.2% | $2,631-65.3% |
| Participant deferral / active EE | $1,391 | $3,168-56.1% | $4,692-70.4% | $4,212-67.0% |
| Admin fee / account holder | $22,477 | $6,369+252.9% | $11,386+97.4% | $7,344+206.1% |