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 5-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 | $34,128 | $60,892-44.0% | $82,389-58.6% | $84,808-59.8% |
| Participation rate | 59.5% | 63.3%-3.8pp | 69.5%-10.1pp | 68.3%-8.9pp |
| Annual return | 10.52% | 37.29%-26.8pp | 28.67%-18.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,148 | $1,779+20.7% | $2,517-14.7% | $2,631-18.4% |
| Participant deferral / active EE | $2,918 | $3,179-8.2% | $4,155-29.8% | $4,212-30.7% |
| Admin fee / account holder | $21,969 | $5,467+301.8% | $7,231+203.8% | $7,344+199.2% |