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 | $47,660 | $80,717-41.0% | $154,803-69.2% | $84,808-43.8% |
| Participation rate | 54.3% | 66.8%-12.6pp | 78.1%-23.8pp | 68.3%-14.1pp |
| Annual return | 4.93% | 37.96%-33.0pp | 58.88%-54.0pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,376 | $2,761-50.2% | $4,305-68.0% | $2,631-47.7% |
| Participant deferral / active EE | $2,019 | $3,303-38.9% | $5,540-63.6% | $4,212-52.1% |
| Admin fee / account holder | $819 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |