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 | $45,055 | $78,422-42.5% | $95,952-53.0% | $79,858-43.6% |
| Participation rate | 46.6% | 73.5%-26.9pp | 77.1%-30.5pp | 69.6%-23.1pp |
| Annual return | -6.43% | 19.37%-25.8pp | 91.61%-98.0pp | 31.71%-38.1pp |
| Employer contribution / active EE | $937 | $1,945-51.8% | $2,541-63.1% | $2,471-62.1% |
| Participant deferral / active EE | $1,934 | $3,440-43.8% | $4,167-53.6% | $3,740-48.3% |
| Admin fee / account holder | $2,686 | $5,622-52.2% | $6,795-60.5% | $5,306-49.4% |