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 | $37,902 | $52,580-27.9% | $71,671-47.1% | $70,131-46.0% |
| Participation rate | 36.2% | 60.9%-24.7pp | 68.7%-32.6pp | 69.5%-33.4pp |
| Annual return | 8.20% | 20.25%-12.0pp | 20.65%-12.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $600 | $1,616-62.9% | $2,460-75.6% | $2,342-74.4% |
| Participant deferral / active EE | $1,671 | $2,386-30.0% | $3,438-51.4% | $3,332-49.8% |
| Admin fee / account holder | $1,941 | $3,653-46.9% | $5,558-65.1% | $4,645-58.2% |