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 | $48,332 | $58,512-17.4% | $84,015-42.5% | $72,985-33.8% |
| Participation rate | 54.8% | 61.2%-6.5pp | 69.0%-14.3pp | 69.5%-14.7pp |
| Annual return | 14.51% | 28.93%-14.4pp | 71.31%-56.8pp | 81.00%-66.5pp |
| Employer contribution / active EE | $864 | $1,163-25.7% | $1,983-56.4% | $2,440-64.6% |
| Participant deferral / active EE | $3,455 | $2,394+44.3% | $3,239+6.7% | $3,607-4.2% |
| Admin fee / account holder | $1,118 | $4,569-75.5% | $6,101-81.7% | $5,124-78.2% |