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 5-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 | $47,119 | $109,881-57.1% | $150,045-68.6% | $84,808-44.4% |
| Participation rate | 48.2% | 76.1%-27.9pp | 82.3%-34.1pp | 68.3%-20.1pp |
| Annual return | 13.75% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,317 | $3,561-34.9% | $4,693-50.6% | $2,631-11.9% |
| Participant deferral / active EE | $3,092 | $6,636-53.4% | $7,997-61.3% | $4,212-26.6% |
| Admin fee / account holder | $4,621 | $8,568-46.1% | $13,435-65.6% | $7,344-37.1% |