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 | $31,401 | $72,277-56.6% | $101,248-69.0% | $79,858-60.7% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 9.95% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $3,582 | $3,282+9.2% | $4,370-18.0% | $3,740-4.2% |
| Admin fee / account holder | $2,684 | $4,400-39.0% | $5,945-54.8% | $5,306-49.4% |