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 | $38,939 | $87,870-55.7% | $113,168-65.6% | $74,304-47.6% |
| Participation rate | 49.2% | 70.7%-21.5pp | 76.6%-27.3pp | 60.3%-11.1pp |
| Annual return | 11.33% | 26.44%-15.1pp | 24.27%-12.9pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,718 | $2,277-24.5% | $2,975-42.2% | $2,241-23.3% |
| Participant deferral / active EE | $2,660 | $4,241-37.3% | $5,107-47.9% | $3,767-29.4% |
| Admin fee / account holder | $9,428 | $3,368+179.9% | $12,068-21.9% | $2,969+217.6% |