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 | $76,644 | $80,717-5.0% | $154,803-50.5% | $84,808-9.6% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.4pp | 68.3%-21.6pp |
| Annual return | 9.72% | 37.96%-28.2pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,015 | $2,761-63.2% | $4,305-76.4% | $2,631-61.4% |
| Participant deferral / active EE | $2,612 | $3,303-20.9% | $5,540-52.9% | $4,212-38.0% |
| Admin fee / account holder | $966 | $6,746-85.7% | $14,329-93.3% | $7,344-86.8% |