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 | $36,049 | $81,248-55.6% | $155,509-76.8% | $80,856-55.4% |
| Participation rate | 30.3% | 66.2%-35.9pp | 78.2%-47.9pp | 67.6%-37.3pp |
| Annual return | 10.17% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $615 | $3,100-80.2% | $4,672-86.8% | $2,755-77.7% |
| Participant deferral / active EE | $1,285 | $3,452-62.8% | $5,626-77.2% | $4,296-70.1% |
| Admin fee / account holder | $1,132 | $7,997-85.9% | $15,912-92.9% | $6,918-83.6% |