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 | $77,616 | $80,717-3.8% | $154,803-49.9% | $84,808-8.5% |
| Participation rate | 41.8% | 66.8%-25.0pp | 78.1%-36.2pp | 68.3%-26.5pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $939 | $2,761-66.0% | $4,305-78.2% | $2,631-64.3% |
| Participant deferral / active EE | $1,852 | $3,303-43.9% | $5,540-66.6% | $4,212-56.0% |
| Admin fee / account holder | $5,177 | $6,746-23.3% | $14,329-63.9% | $7,344-29.5% |