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 | $28,044 | $49,915-43.8% | $154,803-81.9% | $74,304-62.3% |
| Participation rate | 46.1% | 54.0%-7.9pp | 78.1%-32.0pp | 60.3%-14.3pp |
| Annual return | 4.46% | 34.06%-29.6pp | 58.88%-54.4pp | 29.43%-25.0pp |
| Employer contribution / active EE | $719 | $1,611-55.4% | $4,305-83.3% | $2,241-67.9% |
| Participant deferral / active EE | $2,042 | $2,255-9.4% | $5,540-63.1% | $3,767-45.8% |
| Admin fee / account holder | $6,125 | $2,189+179.8% | $14,329-57.3% | $2,969+106.3% |