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 | $44,130 | $53,822-18.0% | $75,696-41.7% | $85,850-48.6% |
| Participation rate | 55.6% | 69.1%-13.5pp | 74.8%-19.3pp | 69.3%-13.8pp |
| Annual return | 6.78% | 24.54%-17.8pp | 104.53%-97.7pp | 318.53%-311.8pp |
| Employer contribution / active EE | $413 | $2,017-79.5% | $2,743-84.9% | $2,565-83.9% |
| Participant deferral / active EE | $2,339 | $2,895-19.2% | $3,821-38.8% | $3,952-40.8% |
| Admin fee / account holder | $573 | $3,343-82.9% | $3,619-84.2% | $6,260-90.8% |