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 | $30,648 | $76,367-59.9% | $93,606-67.3% | $72,985-58.0% |
| Participation rate | 67.1% | 71.7%-4.7pp | 75.8%-8.8pp | 69.5%-2.4pp |
| Annual return | 15.63% | 25.82%-10.2pp | 32.76%-17.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $431 | $2,275-81.0% | $2,718-84.1% | $2,440-82.3% |
| Participant deferral / active EE | $2,004 | $3,538-43.4% | $4,069-50.7% | $3,607-44.5% |
| Admin fee / account holder | $790 | $6,838-88.4% | $7,888-90.0% | $5,124-84.6% |