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 | $34,828 | $58,512-40.5% | $84,015-58.5% | $72,985-52.3% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 4.07% | 28.93%-24.9pp | 71.31%-67.2pp | 81.00%-76.9pp |
| Employer contribution / active EE | $262 | $1,163-77.5% | $1,983-86.8% | $2,440-89.3% |
| Participant deferral / active EE | $1,122 | $2,394-53.1% | $3,239-65.3% | $3,607-68.9% |
| Admin fee / account holder | $5,144 | $4,569+12.6% | $6,101-15.7% | $5,124+0.4% |