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 | $33,076 | $77,899-57.5% | $149,673-77.9% | $75,163-56.0% |
| Participation rate | 48.8% | 65.6%-16.8pp | 78.8%-30.0pp | 67.2%-18.4pp |
| Annual return | 12.16% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,266 | $3,137-59.6% | $4,818-73.7% | $2,670-52.6% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,680-56.4% | $4,125-40.0% |
| Admin fee / account holder | $23,697 | $5,956+297.8% | $13,210+79.4% | $5,651+319.3% |