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 | $44,436 | $80,717-44.9% | $154,803-71.3% | $84,808-47.6% |
| Participation rate | 51.5% | 66.8%-15.3pp | 78.1%-26.6pp | 68.3%-16.8pp |
| Annual return | 11.56% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,621 | $2,761-41.3% | $4,305-62.4% | $2,631-38.4% |
| Participant deferral / active EE | $2,246 | $3,303-32.0% | $5,540-59.5% | $4,212-46.7% |
| Admin fee / account holder | $5,650 | $6,746-16.2% | $14,329-60.6% | $7,344-23.1% |