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 | $37,980 | $65,241-41.8% | $126,539-70.0% | $85,563-55.6% |
| Participation rate | 35.9% | 48.6%-12.8pp | 69.8%-33.9pp | 66.0%-30.1pp |
| Annual return | 13.00% | 42.19%-29.2pp | 425.95%-412.9pp | 31.51%-18.5pp |
| Employer contribution / active EE | $566 | $1,937-70.8% | $3,674-84.6% | $2,654-78.7% |
| Participant deferral / active EE | $2,368 | $3,032-21.9% | $4,083-42.0% | $4,375-45.9% |
| Admin fee / account holder | $7,016 | $1,031+580.5% | $6,065+15.7% | $834+741.0% |