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 | $49,587 | $80,717-38.6% | $154,803-68.0% | $84,808-41.5% |
| Participation rate | 55.9% | 66.8%-10.9pp | 78.1%-22.2pp | 68.3%-12.4pp |
| Annual return | 12.98% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $800 | $2,761-71.0% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $4,677 | $3,303+41.6% | $5,540-15.6% | $4,212+11.0% |
| Admin fee / account holder | $6,746 | $6,7460% | $14,329-52.9% | $7,344-8.1% |