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 | $60,711 | $77,899-22.1% | $149,673-59.4% | $75,163-19.2% |
| Participation rate | 42.2% | 65.6%-23.4pp | 78.8%-36.5pp | 67.2%-25.0pp |
| Annual return | 13.10% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $488 | $3,137-84.4% | $4,818-89.9% | $2,670-81.7% |
| Participant deferral / active EE | $1,244 | $3,411-63.5% | $5,680-78.1% | $4,125-69.8% |
| Admin fee / account holder | $1,753 | $5,956-70.6% | $13,210-86.7% | $5,651-69.0% |