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 5-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 | $31,516 | $109,881-71.3% | $150,045-79.0% | $84,808-62.8% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 11.04% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,104 | $3,561-40.9% | $4,693-55.2% | $2,631-20.0% |
| Participant deferral / active EE | $3,184 | $6,636-52.0% | $7,997-60.2% | $4,212-24.4% |
| Admin fee / account holder | $1,674 | $8,568-80.5% | $13,435-87.5% | $7,344-77.2% |