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 | $51,425 | $80,717-36.3% | $154,803-66.8% | $84,808-39.4% |
| Participation rate | 36.1% | 66.8%-30.7pp | 78.1%-42.0pp | 68.3%-32.2pp |
| Annual return | 12.62% | 37.96%-25.3pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $621 | $2,761-77.5% | $4,305-85.6% | $2,631-76.4% |
| Participant deferral / active EE | $2,160 | $3,303-34.6% | $5,540-61.0% | $4,212-48.7% |
| Admin fee / account holder | $5,110 | $6,746-24.3% | $14,329-64.3% | $7,344-30.4% |