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 | $45,770 | $55,371-17.3% | $95,585-52.1% | $74,304-38.4% |
| Participation rate | 51.0% | 53.8%-2.8pp | 72.1%-21.1pp | 60.3%-9.4pp |
| Annual return | 12.87% | 24.26%-11.4pp | 38.56%-25.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,016 | $1,437-29.3% | $2,527-59.8% | $2,241-54.7% |
| Participant deferral / active EE | $1,799 | $2,955-39.1% | $4,023-55.3% | $3,767-52.2% |
| Admin fee / account holder | $6,624 | $2,620+152.8% | $6,127+8.1% | $2,969+123.1% |