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 | $72,216 | $109,413-34.0% | $156,263-53.8% | $84,808-14.8% |
| Participation rate | 27.5% | 72.7%-45.2pp | 78.9%-51.5pp | 68.3%-40.9pp |
| Annual return | 11.48% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,432 | $2,907-50.7% | $4,333-67.0% | $2,631-45.6% |
| Participant deferral / active EE | $2,423 | $4,590-47.2% | $6,158-60.7% | $4,212-42.5% |
| Admin fee / account holder | $520 | $9,357-94.4% | $14,255-96.4% | $7,344-92.9% |