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 | $32,668 | $78,926-58.6% | $136,749-76.1% | $84,808-61.5% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 9.47% | 18.17%-8.7pp | 24.33%-14.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $575 | $2,134-73.0% | $3,400-83.1% | $2,631-78.1% |
| Participant deferral / active EE | $1,242 | $3,168-60.8% | $4,692-73.5% | $4,212-70.5% |
| Admin fee / account holder | $735 | $6,369-88.5% | $11,386-93.5% | $7,344-90.0% |