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 | $30,804 | $79,449-61.2% | $189,557-83.7% | $85,850-64.1% |
| Participation rate | 54.8% | 66.0%-11.2pp | 78.4%-23.7pp | 69.3%-14.6pp |
| Annual return | 11.23% | 18.45%-7.2pp | 64.17%-52.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $748 | $2,081-64.0% | $4,412-83.0% | $2,565-70.8% |
| Participant deferral / active EE | $3,564 | $4,051-12.0% | $6,174-42.3% | $3,952-9.8% |
| Admin fee / account holder | $1,855 | $5,377-65.5% | $9,807-81.1% | $6,260-70.4% |