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 | $36,866 | $53,127-30.6% | $86,590-57.4% | $70,131-47.4% |
| Participation rate | 50.6% | 65.3%-14.7pp | 73.5%-22.9pp | 69.5%-18.9pp |
| Annual return | 11.62% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $893 | $2,068-56.8% | $2,839-68.6% | $2,342-61.9% |
| Participant deferral / active EE | $1,202 | $2,696-55.4% | $3,609-66.7% | $3,332-63.9% |
| Admin fee / account holder | $2,006 | $3,585-44.0% | $4,906-59.1% | $4,645-56.8% |