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 | $71,181 | $148,978-52.2% | $200,582-64.5% | $84,808-16.1% |
| Participation rate | 60.2% | 84.2%-24.0pp | 86.9%-26.7pp | 68.3%-8.1pp |
| Annual return | 13.07% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,587 | $4,815-46.3% | $6,419-59.7% | $2,631-1.7% |
| Participant deferral / active EE | $3,390 | $7,142-52.5% | $9,331-63.7% | $4,212-19.5% |
| Admin fee / account holder | $3,597 | $13,977-74.3% | $16,305-77.9% | $7,344-51.0% |