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 | $30,615 | $39,122-21.7% | $57,179-46.5% | $62,891-51.3% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | -0.79% | 9.23%-10.0pp | 14.59%-15.4pp | 20.14%-20.9pp |
| Employer contribution / active EE | $811 | $1,874-56.8% | $2,682-69.8% | $2,281-64.5% |
| Participant deferral / active EE | $2,557 | $2,374+7.7% | $3,096-17.4% | $3,203-20.2% |
| Admin fee / account holder | $2,186 | $2,592-15.7% | $3,139-30.4% | $4,296-49.1% |