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 | $47,486 | $86,929-45.4% | $102,423-53.6% | $80,856-41.3% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.8pp | 67.6%-42.0pp |
| Annual return | 9.11% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,101 | $4,118-24.7% | $5,053-38.6% | $4,296-27.8% |
| Admin fee / account holder | $19,578 | $8,049+143.2% | $9,451+107.2% | $6,918+183.0% |