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 | $38,062 | $78,422-51.5% | $95,952-60.3% | $79,858-52.3% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 8.35% | 19.37%-11.0pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $755 | $1,945-61.2% | $2,541-70.3% | $2,471-69.4% |
| Participant deferral / active EE | $2,020 | $3,440-41.3% | $4,167-51.5% | $3,740-46.0% |
| Admin fee / account holder | $10,885 | $5,622+93.6% | $6,795+60.2% | $5,306+105.1% |