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 | $54,144 | $78,422-31.0% | $95,952-43.6% | $79,858-32.2% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 8.70% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,701 | $1,945-12.6% | $2,541-33.1% | $2,471-31.2% |
| Participant deferral / active EE | $2,815 | $3,440-18.2% | $4,167-32.4% | $3,740-24.7% |
| Admin fee / account holder | $3,875 | $5,622-31.1% | $6,795-43.0% | $5,306-27.0% |