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 | $35,327 | $80,717-56.2% | $154,803-77.2% | $84,808-58.3% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-24.9pp | 68.3%-15.2pp |
| Annual return | 9.26% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $441 | $2,761-84.0% | $4,305-89.7% | $2,631-83.2% |
| Participant deferral / active EE | $2,063 | $3,303-37.6% | $5,540-62.8% | $4,212-51.0% |
| Admin fee / account holder | $16,237 | $6,746+140.7% | $14,329+13.3% | $7,344+121.1% |