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 | $45,405 | $70,669-35.8% | $169,368-73.2% | $75,163-39.6% |
| Participation rate | 51.2% | 64.8%-13.6pp | 77.1%-26.0pp | 67.2%-16.0pp |
| Annual return | 13.19% | 36.36%-23.2pp | 405.60%-392.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,345 | $2,211-39.2% | $4,013-66.5% | $2,670-49.6% |
| Participant deferral / active EE | $2,642 | $4,311-38.7% | $6,221-57.5% | $4,125-36.0% |
| Admin fee / account holder | $3,231 | $5,402-40.2% | $9,003-64.1% | $5,651-42.8% |