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 | $23,044 | $54,762-57.9% | $90,281-74.5% | $72,985-68.4% |
| Participation rate | 39.1% | 65.1%-26.1pp | 73.3%-34.2pp | 69.5%-30.4pp |
| Annual return | 12.38% | 30.63%-18.2pp | 78.10%-65.7pp | 81.00%-68.6pp |
| Employer contribution / active EE | $629 | $2,092-69.9% | $2,854-78.0% | $2,440-74.2% |
| Participant deferral / active EE | $1,556 | $2,887-46.1% | $3,885-59.9% | $3,607-56.9% |
| Admin fee / account holder | $809 | $3,972-79.6% | $5,351-84.9% | $5,124-84.2% |