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 | $44,347 | $65,561-32.4% | $91,541-51.6% | $74,304-40.3% |
| Participation rate | 57.1% | 56.6%+0.6pp | 69.8%-12.6pp | 60.3%-3.2pp |
| Annual return | 7.54% | 17.68%-10.1pp | 20.50%-13.0pp | 29.43%-21.9pp |
| Employer contribution / active EE | $2,656 | $1,717+54.7% | $2,505+6.1% | $2,241+18.5% |
| Participant deferral / active EE | $3,302 | $2,918+13.2% | $4,008-17.6% | $3,767-12.3% |
| Admin fee / account holder | $27,687 | $3,333+730.8% | $6,956+298.0% | $2,969+832.6% |