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 | $37,946 | $81,248-53.3% | $155,509-75.6% | $80,856-53.1% |
| Participation rate | 38.6% | 66.2%-27.6pp | 78.2%-39.6pp | 67.6%-29.0pp |
| Annual return | 9.41% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $518 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $1,152 | $3,452-66.6% | $5,626-79.5% | $4,296-73.2% |
| Admin fee / account holder | $2,842 | $7,997-64.5% | $15,912-82.1% | $6,918-58.9% |