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 | $36,462 | $80,717-54.8% | $154,803-76.4% | $84,808-57.0% |
| Participation rate | 66.2% | 66.8%-0.6pp | 78.1%-11.9pp | 68.3%-2.1pp |
| Annual return | 6.72% | 37.96%-31.2pp | 58.88%-52.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,661 | $2,761-39.8% | $4,305-61.4% | $2,631-36.9% |
| Participant deferral / active EE | $3,009 | $3,303-8.9% | $5,540-45.7% | $4,212-28.5% |
| Admin fee / account holder | $28,074 | $6,746+316.2% | $14,329+95.9% | $7,344+282.3% |