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 | $35,734 | $77,899-54.1% | $149,673-76.1% | $75,163-52.5% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 10.77% | 31.72%-20.9pp | 134.42%-123.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $382 | $3,137-87.8% | $4,818-92.1% | $2,670-85.7% |
| Participant deferral / active EE | $2,922 | $3,411-14.3% | $5,680-48.6% | $4,125-29.2% |
| Admin fee / account holder | $3,281 | $5,956-44.9% | $13,210-75.2% | $5,651-41.9% |