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 | $30,427 | $72,277-57.9% | $101,248-69.9% | $79,858-61.9% |
| Participation rate | 42.2% | 68.5%-26.2pp | 75.8%-33.6pp | 69.6%-27.4pp |
| Annual return | 10.11% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,233 | $2,692-54.2% | $3,660-66.3% | $2,471-50.1% |
| Participant deferral / active EE | $2,036 | $3,282-38.0% | $4,370-53.4% | $3,740-45.6% |
| Admin fee / account holder | $4,269 | $4,400-3.0% | $5,945-28.2% | $5,306-19.5% |