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 | $61,285 | $83,477-26.6% | $125,175-51.0% | $72,985-16.0% |
| Participation rate | 35.0% | 73.3%-38.3pp | 79.8%-44.8pp | 69.5%-34.5pp |
| Annual return | 3.87% | 25.78%-21.9pp | 43.79%-39.9pp | 81.00%-77.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,668 | $3,585-53.5% | $4,937-66.2% | $3,607-53.8% |
| Admin fee / account holder | $2,355 | $5,517-57.3% | $9,702-75.7% | $5,124-54.1% |