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 | $41,086 | $80,717-49.1% | $154,803-73.5% | $84,808-51.6% |
| Participation rate | 35.6% | 66.8%-31.3pp | 78.1%-42.5pp | 68.3%-32.8pp |
| Annual return | 8.48% | 37.96%-29.5pp | 58.88%-50.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $604 | $2,761-78.1% | $4,305-86.0% | $2,631-77.0% |
| Participant deferral / active EE | $998 | $3,303-69.8% | $5,540-82.0% | $4,212-76.3% |
| Admin fee / account holder | $3,556 | $6,746-47.3% | $14,329-75.2% | $7,344-51.6% |