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 | $33,161 | $87,841-62.2% | $133,980-75.2% | $62,891-47.3% |
| Participation rate | 65.5% | 83.4%-17.9pp | 87.1%-21.5pp | 69.3%-3.8pp |
| Annual return | 1.78% | 12.05%-10.3pp | 29.30%-27.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,996 | $4,812-37.7% | $6,282-52.3% | $3,203-6.5% |
| Admin fee / account holder | $432 | $5,371-92.0% | $9,324-95.4% | $4,296-89.9% |