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 | $54,667 | $91,552-40.3% | $133,956-59.2% | $79,858-31.5% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | 0.21% | 61.85%-61.6pp | 45.09%-44.9pp | 31.71%-31.5pp |
| Employer contribution / active EE | $1,449 | $2,384-39.2% | $3,919-63.0% | $2,471-41.3% |
| Participant deferral / active EE | $2,413 | $3,733-35.4% | $5,048-52.2% | $3,740-35.5% |
| Admin fee / account holder | $3,248 | $6,321-48.6% | $8,927-63.6% | $5,306-38.8% |