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 | $53,431 | $77,899-31.4% | $149,673-64.3% | $75,163-28.9% |
| Participation rate | 29.3% | 65.6%-36.3pp | 78.8%-49.5pp | 67.2%-37.9pp |
| Annual return | 12.70% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $605 | $3,137-80.7% | $4,818-87.4% | $2,670-77.3% |
| Participant deferral / active EE | $1,004 | $3,411-70.6% | $5,680-82.3% | $4,125-75.7% |
| Admin fee / account holder | $5,040 | $5,956-15.4% | $13,210-61.8% | $5,651-10.8% |