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 | $49,466 | $74,927-34.0% | $101,794-51.4% | $84,808-41.7% |
| Participation rate | 42.6% | 61.4%-18.8pp | 69.2%-26.6pp | 68.3%-25.8pp |
| Annual return | 9.81% | 18.70%-8.9pp | 30.53%-20.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $379 | $1,522-75.1% | $2,289-83.4% | $2,631-85.6% |
| Participant deferral / active EE | $2,904 | $3,099-6.3% | $4,084-28.9% | $4,212-31.0% |
| Admin fee / account holder | $580 | $6,514-91.1% | $8,777-93.4% | $7,344-92.1% |