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 | $38,477 | $62,127-38.1% | $81,382-52.7% | $74,495-48.3% |
| Participation rate | 35.6% | 64.0%-28.4pp | 69.5%-33.8pp | 67.2%-31.6pp |
| Annual return | 8.65% | 16.48%-7.8pp | 24.73%-16.1pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $1,203 | $1,882-36.1% | $2,463-51.2% | $2,623-54.1% |
| Participant deferral / active EE | $1,351 | $3,229-58.1% | $3,883-65.2% | $4,346-68.9% |
| Admin fee / account holder | $6,210 | $1,934+221.0% | $5,768+7.6% | $1,942+219.8% |