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 | $41,357 | $95,803-56.8% | $113,168-63.5% | $84,808-51.2% |
| Participation rate | 61.3% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.0pp |
| Annual return | 2.91% | 25.00%-22.1pp | 24.27%-21.4pp | 40.90%-38.0pp |
| Employer contribution / active EE | $1,513 | $2,360-35.9% | $2,975-49.2% | $2,631-42.5% |
| Participant deferral / active EE | $2,290 | $4,242-46.0% | $5,107-55.2% | $4,212-45.6% |
| Admin fee / account holder | $440 | $8,989-95.1% | $12,068-96.4% | $7,344-94.0% |