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 | $49,215 | $61,605-20.1% | $112,229-56.1% | $75,163-34.5% |
| Participation rate | 38.1% | 61.7%-23.6pp | 72.4%-34.3pp | 67.2%-29.1pp |
| Annual return | 6.01% | 28.47%-22.5pp | 30.20%-24.2pp | 160.62%-154.6pp |
| Employer contribution / active EE | $1,105 | $2,015-45.2% | $3,430-67.8% | $2,670-58.6% |
| Participant deferral / active EE | $1,373 | $3,108-55.8% | $4,798-71.4% | $4,125-66.7% |
| Admin fee / account holder | $5,792 | $4,862+19.1% | $7,748-25.3% | $5,651+2.5% |