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 | $31,138 | $65,395-52.4% | $182,532-82.9% | $72,985-57.3% |
| Participation rate | 53.3% | 65.4%-12.1pp | 78.0%-24.6pp | 69.5%-16.2pp |
| Annual return | 17.97% | 27.68%-9.7pp | 148.54%-130.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $904 | $1,911-52.7% | $4,076-77.8% | $2,440-62.9% |
| Participant deferral / active EE | $1,288 | $3,563-63.8% | $5,524-76.7% | $3,607-64.3% |
| Admin fee / account holder | $2,726 | $4,245-35.8% | $8,592-68.3% | $5,124-46.8% |