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 | $61,847 | $49,915+23.9% | $154,803-60.0% | $74,304-16.8% |
| Participation rate | 26.0% | 54.0%-27.9pp | 78.1%-52.1pp | 60.3%-34.3pp |
| Annual return | 12.10% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $408 | $1,611-74.7% | $4,305-90.5% | $2,241-81.8% |
| Participant deferral / active EE | $1,260 | $2,255-44.1% | $5,540-77.3% | $3,767-66.6% |
| Admin fee / account holder | $1,683 | $2,189-23.1% | $14,329-88.3% | $2,969-43.3% |