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 | $38,277 | $56,897-32.7% | $84,750-54.8% | $62,891-39.1% |
| Participation rate | 40.5% | 68.5%-28.0pp | 76.6%-36.0pp | 69.3%-28.8pp |
| Annual return | -2.44% | 6.30%-8.7pp | 22.78%-25.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $943 | $2,400-60.7% | $3,574-73.6% | $2,281-58.6% |
| Participant deferral / active EE | $1,587 | $2,709-41.4% | $3,712-57.3% | $3,203-50.5% |
| Admin fee / account holder | $770 | $3,581-78.5% | $5,332-85.6% | $4,296-82.1% |