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 | $36,750 | $62,672-41.4% | $185,117-80.1% | $70,131-47.6% |
| Participation rate | 27.5% | 63.8%-36.3pp | 77.3%-49.8pp | 69.5%-42.0pp |
| Annual return | 9.03% | 40.79%-31.8pp | 40.50%-31.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,505 | $3,272-54.0% | $5,045-70.2% | $3,332-54.8% |
| Admin fee / account holder | $13,284 | $3,932+237.9% | $8,159+62.8% | $4,645+186.0% |