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 | $36,475 | $80,717-54.8% | $154,803-76.4% | $84,808-57.0% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 12.17% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,054 | $2,761-61.8% | $4,305-75.5% | $2,631-60.0% |
| Participant deferral / active EE | $2,732 | $3,303-17.3% | $5,540-50.7% | $4,212-35.1% |
| Admin fee / account holder | $2,343 | $6,746-65.3% | $14,329-83.6% | $7,344-68.1% |