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 5-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 | $35,245 | $59,101-40.4% | $77,163-54.3% | $75,163-53.1% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.6%-11.8pp | 67.2%-9.4pp |
| Annual return | 7.98% | 26.71%-18.7pp | 37.87%-29.9pp | 160.62%-152.6pp |
| Employer contribution / active EE | $442 | $1,995-77.8% | $2,535-82.6% | $2,670-83.4% |
| Participant deferral / active EE | $1,698 | $2,999-43.4% | $3,833-55.7% | $4,125-58.8% |
| Admin fee / account holder | $5,833 | $4,774+22.2% | $5,472+6.6% | $5,651+3.2% |