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 | $46,666 | $56,897-18.0% | $84,750-44.9% | $62,891-25.8% |
| Participation rate | 38.6% | 68.5%-29.9pp | 76.6%-38.0pp | 69.3%-30.7pp |
| Annual return | 3.56% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $659 | $2,400-72.5% | $3,574-81.6% | $2,281-71.1% |
| Participant deferral / active EE | $2,635 | $2,709-2.7% | $3,712-29.0% | $3,203-17.7% |
| Admin fee / account holder | $1,861 | $3,581-48.0% | $5,332-65.1% | $4,296-56.7% |