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 | $39,816 | $99,341-59.9% | $84,750-53.0% | $273,961-85.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.09% | 22.93%-21.8pp | 22.78%-21.7pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,531 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $3,220 | $4,269-24.6% | $3,712-13.2% | $5,287-39.1% |
| Admin fee / account holder | $2,376 | $6,644-64.2% | $5,332-55.4% | $10,132-76.5% |