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 | $63,305 | $95,416-33.7% | $185,823-65.9% | $85,850-26.3% |
| Participation rate | 57.8% | 68.8%-10.9pp | 81.7%-23.9pp | 69.3%-11.5pp |
| Annual return | 7.63% | 23.59%-16.0pp | 122.05%-114.4pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,466 | $3,314-55.8% | $5,167-71.6% | $2,565-42.9% |
| Participant deferral / active EE | $2,903 | $3,423-15.2% | $5,568-47.9% | $3,952-26.5% |
| Admin fee / account holder | $390 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |