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 | $38,618 | $37,426+3.2% | $77,482-50.2% | $79,858-51.6% |
| Participation rate | 27.1% | 41.5%-14.4pp | 54.2%-27.1pp | 69.6%-42.5pp |
| Annual return | 9.05% | 39.70%-30.6pp | 54.79%-45.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $423 | $637-33.5% | $986-57.1% | $2,471-82.9% |
| Participant deferral / active EE | $990 | $1,260-21.4% | $1,861-46.8% | $3,740-73.5% |
| Admin fee / account holder | $2,196 | $2,504-12.3% | $2,858-23.1% | $5,306-58.6% |