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 | $32,714 | $74,927-56.3% | $101,794-67.9% | $84,808-61.4% |
| Participation rate | 32.5% | 61.4%-28.9pp | 69.2%-36.7pp | 68.3%-35.8pp |
| Annual return | 7.02% | 18.70%-11.7pp | 30.53%-23.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,365 | $3,099-56.0% | $4,084-66.6% | $4,212-67.6% |
| Admin fee / account holder | $3,516 | $6,514-46.0% | $8,777-59.9% | $7,344-52.1% |