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 | $29,432 | $54,541-46.0% | $78,778-62.6% | $70,131-58.0% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.1pp |
| Annual return | 10.61% | 21.07%-10.5pp | 35.62%-25.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $830 | $1,089-23.8% | $1,986-58.2% | $2,342-64.6% |
| Participant deferral / active EE | $1,552 | $2,210-29.8% | $2,958-47.5% | $3,332-53.4% |
| Admin fee / account holder | $1,065 | $3,709-71.3% | $5,134-79.3% | $4,645-77.1% |