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 | $42,242 | $70,428-40.0% | $96,562-56.3% | $85,850-50.8% |
| Participation rate | 49.3% | 61.8%-12.5pp | 69.8%-20.5pp | 69.3%-20.0pp |
| Annual return | 6.62% | 18.59%-12.0pp | 37.78%-31.2pp | 318.53%-311.9pp |
| Employer contribution / active EE | $1,188 | $1,413-15.9% | $2,356-49.6% | $2,565-53.7% |
| Participant deferral / active EE | $3,129 | $2,894+8.1% | $3,849-18.7% | $3,952-20.8% |
| Admin fee / account holder | $1,688 | $4,997-66.2% | $6,181-72.7% | $6,260-73.0% |