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 | $40,819 | $58,512-30.2% | $84,015-51.4% | $72,985-44.1% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 69.5%-21.1pp |
| Annual return | 12.43% | 28.93%-16.5pp | 71.31%-58.9pp | 81.00%-68.6pp |
| Employer contribution / active EE | $605 | $1,163-48.0% | $1,983-69.5% | $2,440-75.2% |
| Participant deferral / active EE | $1,240 | $2,394-48.2% | $3,239-61.7% | $3,607-65.6% |
| Admin fee / account holder | $9,564 | $4,569+109.3% | $6,101+56.8% | $5,124+86.6% |