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 | $29,888 | $65,561-54.4% | $91,541-67.3% | $74,304-59.8% |
| Participation rate | 37.7% | 56.6%-18.9pp | 69.8%-32.0pp | 60.3%-22.6pp |
| Annual return | 11.82% | 17.68%-5.9pp | 20.50%-8.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $925 | $1,717-46.1% | $2,505-63.1% | $2,241-58.7% |
| Participant deferral / active EE | $1,290 | $2,918-55.8% | $4,008-67.8% | $3,767-65.8% |
| Admin fee / account holder | $1,607 | $3,333-51.8% | $6,956-76.9% | $2,969-45.9% |