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 | $34,363 | $49,915-31.2% | $154,803-77.8% | $74,304-53.8% |
| Participation rate | 23.1% | 54.0%-30.9pp | 78.1%-55.0pp | 60.3%-37.3pp |
| Annual return | 9.88% | 34.06%-24.2pp | 58.88%-49.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $927 | $2,255-58.9% | $5,540-83.3% | $3,767-75.4% |
| Admin fee / account holder | $8,216 | $2,189+275.3% | $14,329-42.7% | $2,969+176.7% |