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 3-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 | $42,429 | $95,266-55.5% | $82,389-48.5% | $142,382-70.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.5%-24.1pp | 80.1%-34.7pp |
| Annual return | 6.56% | 25.74%-19.2pp | 28.67%-22.1pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,466 | $2,991-51.0% | $2,517-41.8% | $4,299-65.9% |
| Participant deferral / active EE | $1,062 | $4,809-77.9% | $4,155-74.4% | $6,507-83.7% |
| Admin fee / account holder | $914 | $8,563-89.3% | $7,231-87.4% | $12,624-92.8% |