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 | $55,194 | $73,933-25.3% | $96,683-42.9% | $75,163-26.6% |
| Participation rate | 41.3% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.9pp |
| Annual return | 11.10% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $770 | $2,928-73.7% | $3,737-79.4% | $2,670-71.2% |
| Participant deferral / active EE | $1,676 | $3,659-54.2% | $4,878-65.6% | $4,125-59.4% |
| Admin fee / account holder | $11,167 | $5,216+114.1% | $6,730+65.9% | $5,651+97.6% |