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 | $48,229 | $100,923-52.2% | $150,045-67.9% | $74,304-35.1% |
| Participation rate | 32.4% | 70.1%-37.7pp | 82.3%-49.9pp | 60.3%-28.0pp |
| Annual return | 4.18% | 51.77%-47.6pp | 62.55%-58.4pp | 29.43%-25.3pp |
| Employer contribution / active EE | $988 | $3,463-71.5% | $4,693-79.0% | $2,241-55.9% |
| Participant deferral / active EE | $3,294 | $6,709-50.9% | $7,997-58.8% | $3,767-12.6% |
| Admin fee / account holder | $3,102 | $2,767+12.1% | $13,435-76.9% | $2,969+4.5% |