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 | $62,884 | $72,492-13.3% | $87,100-27.8% | $72,985-13.8% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.9%-37.4pp | 69.5%-30.0pp |
| Annual return | 1.51% | 24.46%-22.9pp | 28.19%-26.7pp | 81.00%-79.5pp |
| Employer contribution / active EE | $1,160 | $1,894-38.8% | $2,521-54.0% | $2,440-52.5% |
| Participant deferral / active EE | $1,694 | $3,270-48.2% | $4,049-58.1% | $3,607-53.0% |
| Admin fee / account holder | $7,039 | $5,055+39.3% | $7,497-6.1% | $5,124+37.4% |