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 | $34,629 | $58,828-41.1% | $77,999-55.6% | $62,891-44.9% |
| Participation rate | 52.0% | 71.1%-19.1pp | 75.5%-23.5pp | 69.3%-17.3pp |
| Annual return | 4.09% | 17.16%-13.1pp | 425.96%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,460 | $2,686+28.8% | $3,497-1.1% | $3,203+8.0% |
| Admin fee / account holder | $456 | $4,393-89.6% | $5,480-91.7% | $4,296-89.4% |