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 | $30,433 | $77,634-60.8% | $156,549-80.6% | $62,891-51.6% |
| Participation rate | 52.8% | 71.2%-18.4pp | 84.0%-31.2pp | 69.3%-16.5pp |
| Annual return | 3.29% | 50.32%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,002 | $3,444-70.9% | $5,501-81.8% | $2,281-56.1% |
| Participant deferral / active EE | $1,698 | $3,045-44.2% | $4,871-65.1% | $3,203-47.0% |
| Admin fee / account holder | $3,773 | $5,561-32.2% | $13,027-71.0% | $4,296-12.2% |