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 | $38,017 | $54,705-30.5% | $71,209-46.6% | $84,808-55.2% |
| Participation rate | 56.7% | 64.1%-7.4pp | 73.8%-17.1pp | 68.3%-11.6pp |
| Annual return | 12.24% | 35.90%-23.7pp | 282.51%-270.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $593 | $2,158-72.5% | $2,721-78.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,421 | $3,030-53.1% | $4,175-66.0% | $4,212-66.3% |
| Admin fee / account holder | $2,092 | $4,863-57.0% | $5,349-60.9% | $7,344-71.5% |