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 | $30,995 | $57,065-45.7% | $75,670-59.0% | $70,131-55.8% |
| Participation rate | 39.1% | 68.1%-29.0pp | 72.3%-33.2pp | 69.5%-30.4pp |
| Annual return | 10.78% | 23.57%-12.8pp | 27.34%-16.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $549 | $1,817-69.8% | $2,352-76.7% | $2,342-76.6% |
| Participant deferral / active EE | $1,607 | $2,580-37.7% | $3,142-48.9% | $3,332-51.8% |
| Admin fee / account holder | $2,463 | $3,825-35.6% | $5,800-57.5% | $4,645-47.0% |