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 | $43,274 | $57,828-25.2% | $117,039-63.0% | $70,131-38.3% |
| Participation rate | 55.6% | 67.1%-11.6pp | 77.2%-21.6pp | 69.5%-14.0pp |
| Annual return | 8.07% | 17.55%-9.5pp | 18.95%-10.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $1,626 | $1,816-10.5% | $3,785-57.0% | $2,342-30.6% |
| Participant deferral / active EE | $2,473 | $2,438+1.5% | $3,929-37.1% | $3,332-25.8% |
| Admin fee / account holder | $23,786 | $3,548+570.4% | $5,974+298.2% | $4,645+412.0% |