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 | $37,329 | $93,170-59.9% | $100,534-62.9% | $84,808-56.0% |
| Participation rate | 31.4% | 75.8%-44.4pp | 80.6%-49.2pp | 68.3%-36.9pp |
| Annual return | 12.37% | 47.13%-34.8pp | 32.66%-20.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,859 | $3,985-53.3% | $4,346-57.2% | $2,631-29.3% |
| Participant deferral / active EE | $2,906 | $5,699-49.0% | $6,144-52.7% | $4,212-31.0% |
| Admin fee / account holder | $282,023 | $7,382+3720.4% | $7,654+3584.6% | $7,344+3740.3% |