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 | $43,421 | $54,762-20.7% | $90,281-51.9% | $72,985-40.5% |
| Participation rate | 32.1% | 65.1%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 6.04% | 30.63%-24.6pp | 78.10%-72.1pp | 81.00%-75.0pp |
| Employer contribution / active EE | $783 | $2,092-62.6% | $2,854-72.6% | $2,440-67.9% |
| Participant deferral / active EE | $2,406 | $2,887-16.7% | $3,885-38.1% | $3,607-33.3% |
| Admin fee / account holder | $361 | $3,972-90.9% | $5,351-93.3% | $5,124-93.0% |