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 | $39,617 | $56,317-29.7% | $71,209-44.4% | $74,304-46.7% |
| Participation rate | 28.7% | 55.1%-26.4pp | 73.8%-45.1pp | 60.3%-31.7pp |
| Annual return | 7.41% | 42.83%-35.4pp | 282.51%-275.1pp | 29.43%-22.0pp |
| Employer contribution / active EE | $440 | $2,160-79.6% | $2,721-83.8% | $2,241-80.4% |
| Participant deferral / active EE | $903 | $2,788-67.6% | $4,175-78.4% | $3,767-76.0% |
| Admin fee / account holder | $6,381 | $2,290+178.7% | $5,349+19.3% | $2,969+114.9% |