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 | $35,208 | $54,705-35.6% | $71,209-50.6% | $84,808-58.5% |
| Participation rate | 49.2% | 64.1%-14.9pp | 73.8%-24.6pp | 68.3%-19.2pp |
| Annual return | 12.51% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,068 | $3,030-64.8% | $4,175-74.4% | $4,212-74.6% |
| Admin fee / account holder | $1,503 | $4,863-69.1% | $5,349-71.9% | $7,344-79.5% |