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 | $54,917 | $77,899-29.5% | $149,673-63.3% | $75,163-26.9% |
| Participation rate | 36.1% | 65.6%-29.4pp | 78.8%-42.6pp | 67.2%-31.0pp |
| Annual return | 5.84% | 31.72%-25.9pp | 134.42%-128.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $638 | $3,137-79.7% | $4,818-86.8% | $2,670-76.1% |
| Participant deferral / active EE | $889 | $3,411-73.9% | $5,680-84.3% | $4,125-78.4% |
| Admin fee / account holder | $2,022 | $5,956-66.0% | $13,210-84.7% | $5,651-64.2% |