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 | $43,948 | $60,022-26.8% | $88,946-50.6% | $84,808-48.2% |
| Participation rate | 25.5% | 57.8%-32.4pp | 68.8%-43.4pp | 68.3%-42.9pp |
| Annual return | 13.42% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,540 | $3,114-18.4% | $4,581-44.6% | $4,212-39.7% |
| Admin fee / account holder | $18,877 | $4,811+292.4% | $8,261+128.5% | $7,344+157.0% |