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 | $33,843 | $80,717-58.1% | $154,803-78.1% | $84,808-60.1% |
| Participation rate | 26.8% | 66.8%-40.0pp | 78.1%-51.2pp | 68.3%-41.5pp |
| Annual return | 10.48% | 37.96%-27.5pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $662 | $2,761-76.0% | $4,305-84.6% | $2,631-74.8% |
| Participant deferral / active EE | $955 | $3,303-71.1% | $5,540-82.8% | $4,212-77.3% |
| Admin fee / account holder | $5,375 | $6,746-20.3% | $14,329-62.5% | $7,344-26.8% |