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 | $43,968 | $91,190-51.8% | $178,490-75.4% | $79,858-44.9% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.6pp | 69.6%-1.3pp |
| Annual return | 5.11% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,017 | $3,256-68.8% | $5,011-79.7% | $2,471-58.9% |
| Participant deferral / active EE | $2,630 | $3,236-18.7% | $5,202-49.4% | $3,740-29.7% |
| Admin fee / account holder | $4,233 | $6,751-37.3% | $13,984-69.7% | $5,306-20.2% |