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 | $31,442 | $91,190-65.5% | $178,490-82.4% | $79,858-60.6% |
| Participation rate | 29.8% | 69.2%-39.4pp | 81.9%-52.1pp | 69.6%-39.8pp |
| Annual return | 1.54% | 24.19%-22.6pp | 151.07%-149.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $509 | $3,256-84.4% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $1,076 | $3,236-66.7% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $368 | $6,751-94.5% | $13,984-97.4% | $5,306-93.1% |