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 | $30,921 | $59,097-47.7% | $82,389-62.5% | $74,304-58.4% |
| Participation rate | 54.5% | 52.8%+1.8pp | 69.5%-15.0pp | 60.3%-5.8pp |
| Annual return | 10.28% | 22.85%-12.6pp | 28.67%-18.4pp | 29.43%-19.2pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,136 | $2,775-59.1% | $4,155-72.7% | $3,767-69.8% |
| Admin fee / account holder | $12,950 | $4,489+188.4% | $7,231+79.1% | $2,969+336.2% |