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 | $31,495 | $48,046-34.4% | $84,611-62.8% | $72,985-56.8% |
| Participation rate | 19.1% | 57.6%-38.5pp | 68.2%-49.1pp | 69.5%-50.4pp |
| Annual return | 16.72% | 37.38%-20.7pp | 258.74%-242.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,302 | $2,680-51.4% | $3,899-66.6% | $3,607-63.9% |
| Admin fee / account holder | $3,024 | $3,395-10.9% | $4,912-38.4% | $5,124-41.0% |