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 | $34,920 | $72,492-51.8% | $87,100-59.9% | $72,985-52.2% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 2.35% | 24.46%-22.1pp | 28.19%-25.8pp | 81.00%-78.6pp |
| Employer contribution / active EE | $619 | $1,894-67.3% | $2,521-75.5% | $2,440-74.6% |
| Participant deferral / active EE | $1,615 | $3,270-50.6% | $4,049-60.1% | $3,607-55.2% |
| Admin fee / account holder | $476 | $5,055-90.6% | $7,497-93.6% | $5,124-90.7% |