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 | $49,818 | $37,426+33.1% | $77,482-35.7% | $79,858-37.6% |
| Participation rate | 42.3% | 41.5%+0.7pp | 54.2%-11.9pp | 69.6%-27.4pp |
| Annual return | 1.42% | 39.70%-38.3pp | 54.79%-53.4pp | 31.71%-30.3pp |
| Employer contribution / active EE | $539 | $637-15.3% | $986-45.4% | $2,471-78.2% |
| Participant deferral / active EE | $620 | $1,260-50.8% | $1,861-66.7% | $3,740-83.4% |
| Admin fee / account holder | $1,071 | $2,504-57.2% | $2,858-62.5% | $5,306-79.8% |