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 6-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 | $55,820 | $92,985-40.0% | $153,485-63.6% | $80,856-31.0% |
| Participation rate | 32.3% | 69.0%-36.6pp | 77.1%-44.8pp | 67.6%-35.3pp |
| Annual return | 3.44% | 19.95%-16.5pp | 15.65%-12.2pp | 35.59%-32.1pp |
| Employer contribution / active EE | $1,713 | $3,507-51.2% | $5,039-66.0% | $2,755-37.8% |
| Participant deferral / active EE | $2,944 | $5,178-43.1% | $6,757-56.4% | $4,296-31.5% |
| Admin fee / account holder | $638 | $8,880-92.8% | $12,724-95.0% | $6,918-90.8% |