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 | $48,670 | $54,762-11.1% | $90,281-46.1% | $72,985-33.3% |
| Participation rate | 65.9% | 65.1%+0.8pp | 73.3%-7.4pp | 69.5%-3.6pp |
| Annual return | 10.41% | 30.63%-20.2pp | 78.10%-67.7pp | 81.00%-70.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,692 | $2,887-6.8% | $3,885-30.7% | $3,607-25.4% |
| Admin fee / account holder | $1,759 | $3,972-55.7% | $5,351-67.1% | $5,124-65.7% |