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 | $114,048 | $181,894-37.3% | $156,549-27.1% | $273,961-58.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 1.71% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,099 | $6,248-66.4% | $5,501-61.9% | $4,869-56.9% |
| Participant deferral / active EE | $3,627 | $5,550-34.7% | $4,871-25.5% | $5,287-31.4% |
| Admin fee / account holder | $3,095 | $15,559-80.1% | $13,027-76.2% | $10,132-69.5% |