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 | $27,615 | $48,076-42.6% | $78,689-64.9% | $62,891-56.1% |
| Participation rate | 29.6% | 65.2%-35.6pp | 73.6%-43.9pp | 69.3%-39.7pp |
| Annual return | 0.26% | 31.35%-31.1pp | 62.18%-61.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $340 | $2,015-83.1% | $2,851-88.1% | $2,281-85.1% |
| Participant deferral / active EE | $749 | $2,588-71.1% | $3,517-78.7% | $3,203-76.6% |
| Admin fee / account holder | $1,057 | $3,207-67.0% | $4,510-76.6% | $4,296-75.4% |