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 | $44,601 | $68,719-35.1% | $91,541-51.3% | $84,808-47.4% |
| Participation rate | 55.7% | 64.5%-8.8pp | 69.8%-14.1pp | 68.3%-12.6pp |
| Annual return | 12.13% | 19.12%-7.0pp | 20.50%-8.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,296 | $1,920-32.5% | $2,505-48.3% | $2,631-50.8% |
| Participant deferral / active EE | $2,980 | $3,136-5.0% | $4,008-25.6% | $4,212-29.2% |
| Admin fee / account holder | $12,142 | $5,786+109.8% | $6,956+74.5% | $7,344+65.3% |