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 | $32,639 | $52,279-37.6% | $89,391-63.5% | $79,858-59.1% |
| Participation rate | 54.5% | 57.5%-3.0pp | 68.0%-13.4pp | 69.6%-15.1pp |
| Annual return | 10.53% | 22.16%-11.6pp | 245.62%-235.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $518 | $1,572-67.1% | $2,586-80.0% | $2,471-79.0% |
| Participant deferral / active EE | $2,255 | $2,740-17.7% | $3,890-42.0% | $3,740-39.7% |
| Admin fee / account holder | $4,303 | $3,356+28.2% | $4,881-11.8% | $5,306-18.9% |