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 | $35,121 | $109,881-68.0% | $150,045-76.6% | $84,808-58.6% |
| Participation rate | 25.9% | 76.1%-50.2pp | 82.3%-56.4pp | 68.3%-42.4pp |
| Annual return | 12.20% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,242 | $6,636-21.0% | $7,997-34.5% | $4,212+24.5% |
| Admin fee / account holder | $20,612 | $8,568+140.6% | $13,435+53.4% | $7,344+180.7% |