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 | $56,964 | $76,367-25.4% | $93,606-39.1% | $72,985-22.0% |
| Participation rate | 56.7% | 71.7%-15.1pp | 75.8%-19.2pp | 69.5%-12.8pp |
| Annual return | 4.65% | 25.82%-21.2pp | 32.76%-28.1pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,195 | $2,275-47.5% | $2,718-56.0% | $2,440-51.0% |
| Participant deferral / active EE | $2,194 | $3,538-38.0% | $4,069-46.1% | $3,607-39.2% |
| Admin fee / account holder | $590 | $6,838-91.4% | $7,888-92.5% | $5,124-88.5% |