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 | $30,986 | $80,717-61.6% | $154,803-80.0% | $84,808-63.5% |
| Participation rate | 24.1% | 66.8%-42.7pp | 78.1%-54.0pp | 68.3%-44.2pp |
| Annual return | 12.26% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $462 | $2,761-83.3% | $4,305-89.3% | $2,631-82.5% |
| Participant deferral / active EE | $1,262 | $3,303-61.8% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $11,038 | $6,746+63.6% | $14,329-23.0% | $7,344+50.3% |