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 | $48,140 | $60,349-20.2% | $74,183-35.1% | $62,891-23.5% |
| Participation rate | 59.6% | 72.7%-13.1pp | 76.6%-17.0pp | 69.3%-9.7pp |
| Annual return | 4.54% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $995 | $1,680-40.8% | $2,370-58.0% | $2,281-56.4% |
| Participant deferral / active EE | $2,788 | $2,856-2.4% | $3,550-21.5% | $3,203-13.0% |
| Admin fee / account holder | $4,823 | $4,261+13.2% | $5,586-13.6% | $4,296+12.3% |