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 | $33,319 | $95,416-65.1% | $185,823-82.1% | $85,850-61.2% |
| Participation rate | 49.2% | 68.8%-19.6pp | 81.7%-32.5pp | 69.3%-20.2pp |
| Annual return | 10.73% | 23.59%-12.9pp | 122.05%-111.3pp | 318.53%-307.8pp |
| Employer contribution / active EE | $664 | $3,314-80.0% | $5,167-87.1% | $2,565-74.1% |
| Participant deferral / active EE | $2,133 | $3,423-37.7% | $5,568-61.7% | $3,952-46.0% |
| Admin fee / account holder | $744 | $7,213-89.7% | $16,237-95.4% | $6,260-88.1% |