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 | $34,813 | $86,929-60.0% | $102,423-66.0% | $80,856-56.9% |
| Participation rate | 54.0% | 72.4%-18.4pp | 76.5%-22.5pp | 67.6%-13.6pp |
| Annual return | 9.77% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,687 | $2,369-28.8% | $3,023-44.2% | $2,755-38.8% |
| Participant deferral / active EE | $3,731 | $4,118-9.4% | $5,053-26.2% | $4,296-13.1% |
| Admin fee / account holder | $23,328 | $8,049+189.8% | $9,451+146.8% | $6,918+237.2% |