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 | $32,949 | $65,365-49.6% | $92,893-64.5% | $72,985-54.9% |
| Participation rate | 54.1% | 68.3%-14.3pp | 76.0%-22.0pp | 69.5%-15.4pp |
| Annual return | 1.04% | 42.10%-41.1pp | 109.41%-108.4pp | 81.00%-80.0pp |
| Employer contribution / active EE | $623 | $2,594-76.0% | $3,653-83.0% | $2,440-74.5% |
| Participant deferral / active EE | $1,550 | $3,128-50.5% | $4,236-63.4% | $3,607-57.0% |
| Admin fee / account holder | $1,590 | $4,251-62.6% | $5,794-72.6% | $5,124-69.0% |