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 | $59,128 | $89,753-34.1% | $107,525-45.0% | $84,808-30.3% |
| Participation rate | 37.3% | 68.1%-30.8pp | 75.1%-37.8pp | 68.3%-31.1pp |
| Annual return | 12.65% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,309 | $3,113-58.0% | $3,754-65.1% | $2,631-50.3% |
| Participant deferral / active EE | $2,390 | $4,056-41.1% | $5,116-53.3% | $4,212-43.3% |
| Admin fee / account holder | $4,489 | $7,222-37.8% | $8,919-49.7% | $7,344-38.9% |