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 | $55,834 | $80,717-30.8% | $154,803-63.9% | $84,808-34.2% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 11.87% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $382 | $2,761-86.2% | $4,305-91.1% | $2,631-85.5% |
| Participant deferral / active EE | $1,904 | $3,303-42.4% | $5,540-65.6% | $4,212-54.8% |
| Admin fee / account holder | $4,615 | $6,746-31.6% | $14,329-67.8% | $7,344-37.2% |