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 | $35,261 | $42,886-17.8% | $88,946-60.4% | $85,563-58.8% |
| Participation rate | 12.1% | 37.9%-25.8pp | 68.8%-56.8pp | 66.0%-53.9pp |
| Annual return | 12.27% | 44.56%-32.3pp | 57.82%-45.5pp | 31.51%-19.2pp |
| Employer contribution / active EE | $175 | $1,147-84.7% | $2,555-93.1% | $2,654-93.4% |
| Participant deferral / active EE | $410 | $2,108-80.5% | $4,581-91.0% | $4,375-90.6% |
| Admin fee / account holder | $2,939 | $2,263+29.9% | $8,261-64.4% | $834+252.3% |