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 | $25,107 | $81,248-69.1% | $155,509-83.9% | $80,856-68.9% |
| Participation rate | 38.7% | 66.2%-27.5pp | 78.2%-39.5pp | 67.6%-28.9pp |
| Annual return | 7.57% | 33.31%-25.7pp | 64.67%-57.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $811 | $3,100-73.9% | $4,672-82.6% | $2,755-70.6% |
| Participant deferral / active EE | $1,982 | $3,452-42.6% | $5,626-64.8% | $4,296-53.9% |
| Admin fee / account holder | $5,055 | $7,997-36.8% | $15,912-68.2% | $6,918-26.9% |