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 | $25,186 | $81,460-69.1% | $103,333-75.6% | $80,856-68.9% |
| Participation rate | 37.0% | 66.8%-29.8pp | 74.5%-37.5pp | 67.6%-30.6pp |
| Annual return | 9.02% | 25.55%-16.5pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,004 | $3,105-67.7% | $3,868-74.0% | $2,755-63.5% |
| Participant deferral / active EE | $1,922 | $3,869-50.3% | $5,057-62.0% | $4,296-55.3% |
| Admin fee / account holder | $1,123 | $6,566-82.9% | $8,355-86.6% | $6,918-83.8% |