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 | $35,436 | $56,897-37.7% | $84,750-58.2% | $62,891-43.7% |
| Participation rate | 23.8% | 68.5%-44.7pp | 76.6%-52.8pp | 69.3%-45.5pp |
| Annual return | -4.61% | 6.30%-10.9pp | 22.78%-27.4pp | 20.14%-24.7pp |
| Employer contribution / active EE | $620 | $2,400-74.2% | $3,574-82.7% | $2,281-72.8% |
| Participant deferral / active EE | $1,783 | $2,709-34.2% | $3,712-52.0% | $3,203-44.3% |
| Admin fee / account holder | $537 | $3,581-85.0% | $5,332-89.9% | $4,296-87.5% |