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 | $44,259 | $99,341-55.4% | $84,750-47.8% | $273,961-83.8% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | -1.28% | 22.93%-24.2pp | 22.78%-24.1pp | 41.45%-42.7pp |
| Employer contribution / active EE | $976 | $4,214-76.8% | $3,574-72.7% | $4,869-80.0% |
| Participant deferral / active EE | $1,141 | $4,269-73.3% | $3,712-69.3% | $5,287-78.4% |
| Admin fee / account holder | $2,198 | $6,644-66.9% | $5,332-58.8% | $10,132-78.3% |