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 | $34,805 | $56,053-37.9% | $75,972-54.2% | $80,856-57.0% |
| Participation rate | 57.4% | 62.0%-4.7pp | 69.1%-11.7pp | 67.6%-10.3pp |
| Annual return | 7.99% | 20.53%-12.5pp | 359.55%-351.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,904 | $1,874+1.6% | $2,685-29.1% | $2,755-30.9% |
| Participant deferral / active EE | $3,360 | $3,052+10.1% | $4,255-21.0% | $4,296-21.8% |
| Admin fee / account holder | $4,623 | $5,234-11.7% | $6,467-28.5% | $6,918-33.2% |