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 | $43,030 | $67,411-36.2% | $91,001-52.7% | $70,131-38.6% |
| Participation rate | 55.0% | 71.4%-16.4pp | 75.6%-20.6pp | 69.5%-14.5pp |
| Annual return | 12.22% | -40.16%+52.4pp | 4.60%+7.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $687 | $1,786-61.5% | $2,456-72.0% | $2,342-70.7% |
| Participant deferral / active EE | $2,676 | $2,823-5.2% | $3,547-24.6% | $3,332-19.7% |
| Admin fee / account holder | $1,692 | $4,236-60.1% | $5,417-68.8% | $4,645-63.6% |