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 | $31,247 | $49,915-37.4% | $154,803-79.8% | $74,304-57.9% |
| Participation rate | 29.5% | 54.0%-24.4pp | 78.1%-48.5pp | 60.3%-30.8pp |
| Annual return | 10.29% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $573 | $1,611-64.5% | $4,305-86.7% | $2,241-74.4% |
| Participant deferral / active EE | $1,001 | $2,255-55.6% | $5,540-81.9% | $3,767-73.4% |
| Admin fee / account holder | $3,058 | $2,189+39.7% | $14,329-78.7% | $2,969+3.0% |