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 | $35,248 | $80,968-56.5% | $96,544-63.5% | $75,163-53.1% |
| Participation rate | 48.9% | 71.8%-22.9pp | 76.0%-27.1pp | 67.2%-18.3pp |
| Annual return | 9.22% | 27.06%-17.8pp | 25.84%-16.6pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,080 | $2,282-52.7% | $2,965-63.6% | $2,670-59.6% |
| Participant deferral / active EE | $1,867 | $3,928-52.5% | $4,851-61.5% | $4,125-54.7% |
| Admin fee / account holder | $27,038 | $6,724+302.1% | $8,252+227.6% | $5,651+378.5% |