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 | $41,036 | $76,552-46.4% | $123,892-66.9% | $62,891-34.8% |
| Participation rate | 51.4% | 73.0%-21.6pp | 81.4%-30.1pp | 69.3%-18.0pp |
| Annual return | 4.03% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,118 | $2,883-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $3,006 | $4,840-37.9% | $5,984-49.8% | $3,203-6.2% |
| Admin fee / account holder | $1,065 | $4,826-77.9% | $8,357-87.3% | $4,296-75.2% |