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 | $45,331 | $73,638-38.4% | $95,952-52.8% | $73,488-38.3% |
| Participation rate | 57.4% | 76.2%-18.7pp | 77.1%-19.6pp | 70.7%-13.3pp |
| Annual return | 7.98% | 16.78%-8.8pp | 91.61%-83.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,323 | $1,863-29.0% | $2,541-47.9% | $2,270-41.7% |
| Participant deferral / active EE | $2,789 | $3,617-22.9% | $4,167-33.1% | $3,740-25.4% |
| Admin fee / account holder | $756 | $482+56.9% | $6,795-88.9% | $513+47.4% |