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 | $31,154 | $81,248-61.7% | $155,509-80.0% | $80,856-61.5% |
| Participation rate | 35.5% | 66.2%-30.7pp | 78.2%-42.7pp | 67.6%-32.2pp |
| Annual return | 6.59% | 33.31%-26.7pp | 64.67%-58.1pp | 35.59%-29.0pp |
| Employer contribution / active EE | $892 | $3,100-71.2% | $4,672-80.9% | $2,755-67.6% |
| Participant deferral / active EE | $3,315 | $3,452-4.0% | $5,626-41.1% | $4,296-22.8% |
| Admin fee / account holder | $32,831 | $7,997+310.5% | $15,912+106.3% | $6,918+374.6% |