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 | $40,029 | $54,705-26.8% | $71,209-43.8% | $84,808-52.8% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 12.75% | 35.90%-23.1pp | 282.51%-269.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,042 | $2,158-51.7% | $2,721-61.7% | $2,631-60.4% |
| Participant deferral / active EE | $1,209 | $3,030-60.1% | $4,175-71.0% | $4,212-71.3% |
| Admin fee / account holder | $1,894 | $4,863-61.1% | $5,349-64.6% | $7,344-74.2% |