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 | $39,810 | $77,634-48.7% | $156,549-74.6% | $62,891-36.7% |
| Participation rate | 47.4% | 71.2%-23.8pp | 84.0%-36.6pp | 69.3%-21.9pp |
| Annual return | 4.33% | 50.32%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,352 | $3,045-55.6% | $4,871-72.2% | $3,203-57.8% |
| Admin fee / account holder | $1,999 | $5,561-64.1% | $13,027-84.7% | $4,296-53.5% |