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 | $33,357 | $55,706-40.1% | $75,886-56.0% | $72,985-54.3% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.3%-29.3pp | 69.5%-29.5pp |
| Annual return | 12.97% | 27.59%-14.6pp | 30.76%-17.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $619 | $1,687-63.3% | $2,500-75.2% | $2,440-74.6% |
| Participant deferral / active EE | $1,296 | $2,634-50.8% | $3,603-64.0% | $3,607-64.1% |
| Admin fee / account holder | $5,208 | $3,978+30.9% | $5,418-3.9% | $5,124+1.6% |