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 | $34,963 | $80,717-56.7% | $154,803-77.4% | $84,808-58.8% |
| Participation rate | 58.4% | 66.8%-8.4pp | 78.1%-19.6pp | 68.3%-9.9pp |
| Annual return | 12.67% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,296 | $2,761-53.1% | $4,305-69.9% | $2,631-50.8% |
| Participant deferral / active EE | $2,231 | $3,303-32.5% | $5,540-59.7% | $4,212-47.0% |
| Admin fee / account holder | $3,818 | $6,746-43.4% | $14,329-73.4% | $7,344-48.0% |