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 | $82,420 | $80,717+2.1% | $154,803-46.8% | $84,808-2.8% |
| Participation rate | 42.4% | 66.8%-24.4pp | 78.1%-35.6pp | 68.3%-25.9pp |
| Annual return | 11.76% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,217 | $2,761-55.9% | $4,305-71.7% | $2,631-53.7% |
| Participant deferral / active EE | $2,798 | $3,303-15.3% | $5,540-49.5% | $4,212-33.6% |
| Admin fee / account holder | $669 | $6,746-90.1% | $14,329-95.3% | $7,344-90.9% |