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 | $57,923 | $68,719-15.7% | $91,541-36.7% | $84,808-31.7% |
| Participation rate | 60.0% | 64.5%-4.5pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 10.31% | 19.12%-8.8pp | 20.50%-10.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $669 | $1,920-65.1% | $2,505-73.3% | $2,631-74.6% |
| Participant deferral / active EE | $2,142 | $3,136-31.7% | $4,008-46.6% | $4,212-49.1% |
| Admin fee / account holder | $25,275 | $5,786+336.8% | $6,956+263.3% | $7,344+244.2% |