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 | $61,862 | $64,480-4.1% | $81,382-24.0% | $80,856-23.5% |
| Participation rate | 32.5% | 63.9%-31.4pp | 69.5%-37.0pp | 67.6%-35.1pp |
| Annual return | 7.24% | 16.34%-9.1pp | 24.73%-17.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $873 | $1,978-55.9% | $2,463-64.5% | $2,755-68.3% |
| Participant deferral / active EE | $1,642 | $3,094-46.9% | $3,883-57.7% | $4,296-61.8% |
| Admin fee / account holder | $12,584 | $5,671+121.9% | $5,768+118.2% | $6,918+81.9% |