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 | $36,336 | $81,248-55.3% | $155,509-76.6% | $80,856-55.1% |
| Participation rate | 55.4% | 66.2%-10.8pp | 78.2%-22.8pp | 67.6%-12.3pp |
| Annual return | 9.40% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $662 | $3,100-78.6% | $4,672-85.8% | $2,755-76.0% |
| Participant deferral / active EE | $1,050 | $3,452-69.6% | $5,626-81.3% | $4,296-75.6% |
| Admin fee / account holder | $822 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |