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 | $50,884 | $81,460-37.5% | $103,333-50.8% | $80,856-37.1% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 10.37% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,901 | $3,105-38.8% | $3,868-50.9% | $2,755-31.0% |
| Participant deferral / active EE | $3,678 | $3,869-4.9% | $5,057-27.3% | $4,296-14.4% |
| Admin fee / account holder | $4,869 | $6,566-25.9% | $8,355-41.7% | $6,918-29.6% |