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 | $31,252 | $74,927-58.3% | $101,794-69.3% | $84,808-63.1% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 10.87% | 18.70%-7.8pp | 30.53%-19.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $373 | $1,522-75.5% | $2,289-83.7% | $2,631-85.8% |
| Participant deferral / active EE | $1,334 | $3,099-56.9% | $4,084-67.3% | $4,212-68.3% |
| Admin fee / account holder | $2,147 | $6,514-67.0% | $8,777-75.5% | $7,344-70.8% |