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 | $33,737 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 8.14% | 37.96%-29.8pp | 58.88%-50.7pp | 40.90%-32.8pp |
| Employer contribution / active EE | $441 | $2,761-84.0% | $4,305-89.8% | $2,631-83.2% |
| Participant deferral / active EE | $1,485 | $3,303-55.1% | $5,540-73.2% | $4,212-64.7% |
| Admin fee / account holder | $14,414 | $6,746+113.7% | $14,329+0.6% | $7,344+96.3% |