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 | $63,094 | $73,933-14.7% | $96,683-34.7% | $75,163-16.1% |
| Participation rate | 48.8% | 66.4%-17.6pp | 74.3%-25.6pp | 67.2%-18.4pp |
| Annual return | 12.79% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,393 | $2,928-52.4% | $3,737-62.7% | $2,670-47.8% |
| Participant deferral / active EE | $2,296 | $3,659-37.2% | $4,878-52.9% | $4,125-44.3% |
| Admin fee / account holder | $3,238 | $5,216-37.9% | $6,730-51.9% | $5,651-42.7% |