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 | $28,963 | $61,605-53.0% | $112,229-74.2% | $75,163-61.5% |
| Participation rate | 58.3% | 61.7%-3.3pp | 72.4%-14.1pp | 67.2%-8.9pp |
| Annual return | 9.12% | 28.47%-19.4pp | 30.20%-21.1pp | 160.62%-151.5pp |
| Employer contribution / active EE | $847 | $2,015-58.0% | $3,430-75.3% | $2,670-68.3% |
| Participant deferral / active EE | $1,570 | $3,108-49.5% | $4,798-67.3% | $4,125-62.0% |
| Admin fee / account holder | $3,486 | $4,862-28.3% | $7,748-55.0% | $5,651-38.3% |