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 | $45,785 | $37,426+22.3% | $77,482-40.9% | $79,858-42.7% |
| Participation rate | 47.2% | 41.5%+5.7pp | 54.2%-7.0pp | 69.6%-22.4pp |
| Annual return | 9.63% | 39.70%-30.1pp | 54.79%-45.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,324 | $1,260+5.0% | $1,861-28.9% | $3,740-64.6% |
| Admin fee / account holder | $3,692 | $2,504+47.4% | $2,858+29.2% | $5,306-30.4% |