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 | $60,630 | $73,933-18.0% | $96,683-37.3% | $75,163-19.3% |
| Participation rate | 45.8% | 66.4%-20.6pp | 74.3%-28.5pp | 67.2%-21.4pp |
| Annual return | -1.47% | 26.70%-28.2pp | 35.69%-37.2pp | 160.62%-162.1pp |
| Employer contribution / active EE | $1,299 | $2,928-55.6% | $3,737-65.2% | $2,670-51.3% |
| Participant deferral / active EE | $2,861 | $3,659-21.8% | $4,878-41.4% | $4,125-30.6% |
| Admin fee / account holder | $2,459 | $5,216-52.9% | $6,730-63.5% | $5,651-56.5% |