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 | $43,685 | $81,460-46.4% | $103,333-57.7% | $80,856-46.0% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 8.07% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,186 | $3,105-29.6% | $3,868-43.5% | $2,755-20.7% |
| Participant deferral / active EE | $3,563 | $3,869-7.9% | $5,057-29.6% | $4,296-17.1% |
| Admin fee / account holder | $5,571 | $6,566-15.2% | $8,355-33.3% | $6,918-19.5% |