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 | $37,065 | $95,803-61.3% | $113,168-67.2% | $84,808-56.3% |
| Participation rate | 47.7% | 72.9%-25.1pp | 76.6%-28.8pp | 68.3%-20.6pp |
| Annual return | 11.22% | 25.00%-13.8pp | 24.27%-13.0pp | 40.90%-29.7pp |
| Employer contribution / active EE | $817 | $2,360-65.4% | $2,975-72.5% | $2,631-68.9% |
| Participant deferral / active EE | $2,306 | $4,242-45.6% | $5,107-54.8% | $4,212-45.2% |
| Admin fee / account holder | $3,550 | $8,989-60.5% | $12,068-70.6% | $7,344-51.7% |