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 | $31,712 | $80,717-60.7% | $154,803-79.5% | $84,808-62.6% |
| Participation rate | 37.8% | 66.8%-29.0pp | 78.1%-40.2pp | 68.3%-30.5pp |
| Annual return | 7.93% | 37.96%-30.0pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $529 | $2,761-80.8% | $4,305-87.7% | $2,631-79.9% |
| Participant deferral / active EE | $874 | $3,303-73.6% | $5,540-84.2% | $4,212-79.3% |
| Admin fee / account holder | $5,563 | $6,746-17.5% | $14,329-61.2% | $7,344-24.2% |