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 | $57,224 | $80,968-29.3% | $96,544-40.7% | $75,163-23.9% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.6pp |
| Annual return | 10.81% | 27.06%-16.3pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,679 | $2,282-26.4% | $2,965-43.4% | $2,670-37.1% |
| Participant deferral / active EE | $2,341 | $3,928-40.4% | $4,851-51.7% | $4,125-43.3% |
| Admin fee / account holder | $655 | $6,724-90.3% | $8,252-92.1% | $5,651-88.4% |