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 | $28,168 | $60,022-53.1% | $88,946-68.3% | $84,808-66.8% |
| Participation rate | 37.8% | 57.8%-20.1pp | 68.8%-31.1pp | 68.3%-30.6pp |
| Annual return | 13.55% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $960 | $1,703-43.6% | $2,555-62.4% | $2,631-63.5% |
| Participant deferral / active EE | $1,719 | $3,114-44.8% | $4,581-62.5% | $4,212-59.2% |
| Admin fee / account holder | $11,362 | $4,811+136.2% | $8,261+37.5% | $7,344+54.7% |