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 | $45,824 | $58,512-21.7% | $84,015-45.5% | $72,985-37.2% |
| Participation rate | 29.3% | 61.2%-31.9pp | 69.0%-39.7pp | 69.5%-40.2pp |
| Annual return | 8.17% | 28.93%-20.8pp | 71.31%-63.1pp | 81.00%-72.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,333 | $2,394-44.3% | $3,239-58.8% | $3,607-63.0% |
| Admin fee / account holder | $782 | $4,569-82.9% | $6,101-87.2% | $5,124-84.7% |