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 | $34,307 | $80,717-57.5% | $154,803-77.8% | $84,808-59.5% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.2pp | 68.3%-21.4pp |
| Annual return | 7.33% | 37.96%-30.6pp | 58.88%-51.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $744 | $2,761-73.0% | $4,305-82.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,439 | $3,303-56.4% | $5,540-74.0% | $4,212-65.8% |
| Admin fee / account holder | $2,576 | $6,746-61.8% | $14,329-82.0% | $7,344-64.9% |