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 | $68,373 | $95,803-28.6% | $113,168-39.6% | $84,808-19.4% |
| Participation rate | 63.2% | 72.9%-9.7pp | 76.6%-13.4pp | 68.3%-5.2pp |
| Annual return | 10.72% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $738 | $2,360-68.7% | $2,975-75.2% | $2,631-72.0% |
| Participant deferral / active EE | $2,735 | $4,242-35.5% | $5,107-46.4% | $4,212-35.1% |
| Admin fee / account holder | $5,617 | $8,989-37.5% | $12,068-53.5% | $7,344-23.5% |