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 | $45,619 | $58,208-21.6% | $81,812-44.2% | $80,856-43.6% |
| Participation rate | 52.2% | 63.4%-11.2pp | 72.3%-20.2pp | 67.6%-15.5pp |
| Annual return | 9.95% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,158 | $2,340-50.5% | $2,912-60.2% | $2,755-58.0% |
| Participant deferral / active EE | $2,530 | $3,281-22.9% | $4,319-41.4% | $4,296-41.1% |
| Admin fee / account holder | $2,101 | $4,981-57.8% | $7,386-71.6% | $6,918-69.6% |