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 | $43,624 | $80,717-46.0% | $154,803-71.8% | $84,808-48.6% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 10.57% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,496 | $2,761-45.8% | $4,305-65.2% | $2,631-43.1% |
| Participant deferral / active EE | $1,432 | $3,303-56.6% | $5,540-74.1% | $4,212-66.0% |
| Admin fee / account holder | $2,470 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |