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 | $54,395 | $58,512-7.0% | $84,015-35.3% | $72,985-25.5% |
| Participation rate | 46.0% | 61.2%-15.2pp | 69.0%-23.0pp | 69.5%-23.5pp |
| Annual return | 15.75% | 28.93%-13.2pp | 71.31%-55.6pp | 81.00%-65.3pp |
| Employer contribution / active EE | $278 | $1,163-76.1% | $1,983-86.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,626 | $2,394-32.1% | $3,239-49.8% | $3,607-54.9% |
| Admin fee / account holder | $4,203 | $4,569-8.0% | $6,101-31.1% | $5,124-18.0% |