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 | $37,211 | $65,395-43.1% | $182,532-79.6% | $72,985-49.0% |
| Participation rate | 53.8% | 65.4%-11.6pp | 78.0%-24.1pp | 69.5%-15.6pp |
| Annual return | 11.60% | 27.68%-16.1pp | 148.54%-136.9pp | 81.00%-69.4pp |
| Employer contribution / active EE | $1,191 | $1,911-37.7% | $4,076-70.8% | $2,440-51.2% |
| Participant deferral / active EE | $3,144 | $3,563-11.8% | $5,524-43.1% | $3,607-12.8% |
| Admin fee / account holder | $6,357 | $4,245+49.8% | $8,592-26.0% | $5,124+24.1% |