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 | $37,983 | $60,022-36.7% | $88,946-57.3% | $84,808-55.2% |
| Participation rate | 48.1% | 57.8%-9.7pp | 68.8%-20.7pp | 68.3%-20.2pp |
| Annual return | 11.00% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,193 | $1,703-29.9% | $2,555-53.3% | $2,631-54.6% |
| Participant deferral / active EE | $1,250 | $3,114-59.8% | $4,581-72.7% | $4,212-70.3% |
| Admin fee / account holder | $1,065 | $4,811-77.9% | $8,261-87.1% | $7,344-85.5% |