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 | $47,000 | $80,717-41.8% | $154,803-69.6% | $84,808-44.6% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 3.62% | 37.96%-34.3pp | 58.88%-55.3pp | 40.90%-37.3pp |
| Employer contribution / active EE | $883 | $2,761-68.0% | $4,305-79.5% | $2,631-66.4% |
| Participant deferral / active EE | $1,524 | $3,303-53.8% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $2,996 | $6,746-55.6% | $14,329-79.1% | $7,344-59.2% |