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 5-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 | $34,073 | $60,022-43.2% | $88,946-61.7% | $84,808-59.8% |
| Participation rate | 10.3% | 57.8%-47.6pp | 68.8%-58.6pp | 68.3%-58.1pp |
| Annual return | 12.78% | 22.43%-9.7pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $415 | $1,703-75.6% | $2,555-83.8% | $2,631-84.2% |
| Participant deferral / active EE | $990 | $3,114-68.2% | $4,581-78.4% | $4,212-76.5% |
| Admin fee / account holder | $2,603 | $4,811-45.9% | $8,261-68.5% | $7,344-64.5% |