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 | $41,112 | $59,097-30.4% | $82,389-50.1% | $74,304-44.7% |
| Participation rate | 38.1% | 52.8%-14.7pp | 69.5%-31.5pp | 60.3%-22.3pp |
| Annual return | 10.44% | 22.85%-12.4pp | 28.67%-18.2pp | 29.43%-19.0pp |
| Employer contribution / active EE | $447 | $1,601-72.0% | $2,517-82.2% | $2,241-80.0% |
| Participant deferral / active EE | $908 | $2,775-67.3% | $4,155-78.1% | $3,767-75.9% |
| Admin fee / account holder | $4,260 | $4,489-5.1% | $7,231-41.1% | $2,969+43.5% |