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 | $34,136 | $74,927-54.4% | $101,794-66.5% | $84,808-59.7% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.7pp | 68.3%-28.8pp |
| Annual return | 9.46% | 18.70%-9.2pp | 30.53%-21.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,735 | $3,099-44.0% | $4,084-57.5% | $4,212-58.8% |
| Admin fee / account holder | $1,210 | $6,514-81.4% | $8,777-86.2% | $7,344-83.5% |