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 | $46,825 | $59,839-21.7% | $81,983-42.9% | $79,858-41.4% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.2%-34.5pp | 69.6%-34.9pp |
| Annual return | 4.93% | 17.56%-12.6pp | 41.31%-36.4pp | 31.71%-26.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,364 | $2,695-49.4% | $3,722-63.4% | $3,740-63.5% |
| Admin fee / account holder | $6,220 | $4,287+45.1% | $5,664+9.8% | $5,306+17.2% |