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 | $46,210 | $53,777-14.1% | $134,143-65.6% | $79,858-42.1% |
| Participation rate | 53.2% | 58.8%-5.6pp | 72.2%-19.0pp | 69.6%-16.4pp |
| Annual return | 3.64% | 19.01%-15.4pp | 36.33%-32.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $915 | $1,321-30.7% | $3,704-75.3% | $2,471-63.0% |
| Participant deferral / active EE | $2,494 | $2,420+3.1% | $3,499-28.7% | $3,740-33.3% |
| Admin fee / account holder | $459 | $3,984-88.5% | $6,684-93.1% | $5,306-91.3% |