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 | $26,703 | $54,705-51.2% | $71,209-62.5% | $84,808-68.5% |
| Participation rate | 64.7% | 64.1%+0.6pp | 73.8%-9.0pp | 68.3%-3.6pp |
| Annual return | 10.85% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,247 | $2,158-42.2% | $2,721-54.2% | $2,631-52.6% |
| Participant deferral / active EE | $1,920 | $3,030-36.6% | $4,175-54.0% | $4,212-54.4% |
| Admin fee / account holder | $8,940 | $4,863+83.8% | $5,349+67.1% | $7,344+21.7% |