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 | $43,537 | $67,606-35.6% | $82,313-47.1% | $70,131-37.9% |
| Participation rate | 48.6% | 72.8%-24.2pp | 76.9%-28.3pp | 69.5%-21.0pp |
| Annual return | 9.75% | 21.57%-11.8pp | 25.88%-16.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,280 | $2,987-23.7% | $3,706-38.5% | $3,332-31.6% |
| Admin fee / account holder | $1,552 | $4,512-65.6% | $5,608-72.3% | $4,645-66.6% |