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 | $55,059 | $81,248-32.2% | $155,509-64.6% | $80,856-31.9% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 6.98% | 33.31%-26.3pp | 64.67%-57.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,636 | $3,100-47.2% | $4,672-65.0% | $2,755-40.6% |
| Participant deferral / active EE | $3,064 | $3,452-11.2% | $5,626-45.5% | $4,296-28.7% |
| Admin fee / account holder | $6,836 | $7,997-14.5% | $15,912-57.0% | $6,918-1.2% |