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 | $30,380 | $77,314-60.7% | $177,989-82.9% | $80,856-62.4% |
| Participation rate | 67.1% | 65.7%+1.4pp | 77.1%-10.0pp | 67.6%-0.6pp |
| Annual return | 9.08% | 18.09%-9.0pp | 294.48%-285.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,269 | $2,292-44.6% | $3,949-67.9% | $2,755-53.9% |
| Participant deferral / active EE | $2,201 | $4,411-50.1% | $6,276-64.9% | $4,296-48.8% |
| Admin fee / account holder | $6,783 | $7,191-5.7% | $10,363-34.5% | $6,918-1.9% |