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 | $35,942 | $93,571-61.6% | $135,903-73.6% | $75,163-52.2% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 67.2%-4.3pp |
| Annual return | 14.16% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,628 | $3,537-54.0% | $4,856-66.5% | $2,670-39.0% |
| Participant deferral / active EE | $2,941 | $6,404-54.1% | $7,758-62.1% | $4,125-28.7% |
| Admin fee / account holder | $3,409 | $6,975-51.1% | $10,762-68.3% | $5,651-39.7% |