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 | $36,063 | $70,475-48.8% | $100,516-64.1% | $79,858-54.8% |
| Participation rate | 65.2% | 73.7%-8.4pp | 79.4%-14.2pp | 69.6%-4.4pp |
| Annual return | -3.89% | 21.90%-25.8pp | 30.89%-34.8pp | 31.71%-35.6pp |
| Employer contribution / active EE | $1,355 | $2,165-37.4% | $3,418-60.4% | $2,471-45.2% |
| Participant deferral / active EE | $3,541 | $5,181-31.7% | $6,270-43.5% | $3,740-5.3% |
| Admin fee / account holder | $1,642 | $4,478-63.3% | $8,081-79.7% | $5,306-69.0% |