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 | $33,781 | $49,915-32.3% | $154,803-78.2% | $74,304-54.5% |
| Participation rate | 49.5% | 54.0%-4.4pp | 78.1%-28.5pp | 60.3%-10.8pp |
| Annual return | 11.24% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,254 | $1,611-22.2% | $4,305-70.9% | $2,241-44.0% |
| Participant deferral / active EE | $3,156 | $2,255+40.0% | $5,540-43.0% | $3,767-16.2% |
| Admin fee / account holder | $633 | $2,189-71.1% | $14,329-95.6% | $2,969-78.7% |