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 | $31,737 | $58,512-45.8% | $84,015-62.2% | $72,985-56.5% |
| Participation rate | 47.9% | 61.2%-13.3pp | 69.0%-21.1pp | 69.5%-21.6pp |
| Annual return | 13.91% | 28.93%-15.0pp | 71.31%-57.4pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,308 | $1,163+12.4% | $1,983-34.1% | $2,440-46.4% |
| Participant deferral / active EE | $2,958 | $2,394+23.6% | $3,239-8.7% | $3,607-18.0% |
| Admin fee / account holder | $1,035 | $4,569-77.4% | $6,101-83.0% | $5,124-79.8% |