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 | $38,038 | $81,248-53.2% | $155,509-75.5% | $80,856-53.0% |
| Participation rate | 40.7% | 66.2%-25.5pp | 78.2%-37.4pp | 67.6%-26.9pp |
| Annual return | 10.43% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,100 | $3,100-64.5% | $4,672-76.4% | $2,755-60.1% |
| Participant deferral / active EE | $2,250 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $2,670 | $7,997-66.6% | $15,912-83.2% | $6,918-61.4% |