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 | $45,962 | $48,230-4.7% | $67,502-31.9% | $80,856-43.2% |
| Participation rate | 35.7% | 66.4%-30.7pp | 72.9%-37.2pp | 67.6%-31.9pp |
| Annual return | 10.87% | 18.28%-7.4pp | 3512.12%-3501.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,068 | $2,020-47.1% | $2,731-60.9% | $2,755-61.2% |
| Participant deferral / active EE | $3,348 | $2,924+14.5% | $4,000-16.3% | $4,296-22.1% |
| Admin fee / account holder | $3,637 | $3,681-1.2% | $3,998-9.0% | $6,918-47.4% |