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 | $59,612 | $135,952-56.2% | $123,892-51.9% | $273,961-78.2% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,141 | $5,170-77.9% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $2,363 | $6,343-62.7% | $5,984-60.5% | $5,287-55.3% |
| Admin fee / account holder | $731 | $9,817-92.6% | $8,357-91.2% | $10,132-92.8% |