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 | $49,173 | $73,933-33.5% | $96,683-49.1% | $75,163-34.6% |
| Participation rate | 42.5% | 66.4%-23.9pp | 74.3%-31.8pp | 67.2%-24.7pp |
| Annual return | 11.42% | 26.70%-15.3pp | 35.69%-24.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,129 | $2,928-61.5% | $3,737-69.8% | $2,670-57.7% |
| Participant deferral / active EE | $1,924 | $3,659-47.4% | $4,878-60.6% | $4,125-53.4% |
| Admin fee / account holder | $24,260 | $5,216+365.1% | $6,730+260.5% | $5,651+329.3% |