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 | $24,074 | $60,349-60.1% | $74,183-67.5% | $62,891-61.7% |
| Participation rate | 46.2% | 72.7%-26.6pp | 76.6%-30.5pp | 69.3%-23.2pp |
| Annual return | 3.95% | 21.37%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,177 | $1,680-30.0% | $2,370-50.3% | $2,281-48.4% |
| Participant deferral / active EE | $1,991 | $2,856-30.3% | $3,550-43.9% | $3,203-37.8% |
| Admin fee / account holder | $3,502 | $4,261-17.8% | $5,586-37.3% | $4,296-18.5% |