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 | $62,308 | $70,475-11.6% | $100,516-38.0% | $79,858-22.0% |
| Participation rate | 48.5% | 73.7%-25.2pp | 79.4%-30.9pp | 69.6%-21.1pp |
| Annual return | -2.95% | 21.90%-24.8pp | 30.89%-33.8pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,192 | $2,165-44.9% | $3,418-65.1% | $2,471-51.7% |
| Participant deferral / active EE | $2,431 | $5,181-53.1% | $6,270-61.2% | $3,740-35.0% |
| Admin fee / account holder | $1,742 | $4,478-61.1% | $8,081-78.4% | $5,306-67.2% |