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 | $27,371 | $64,348-57.5% | $90,160-69.6% | $70,131-61.0% |
| Participation rate | 54.3% | 70.4%-16.2pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 9.95% | 28.13%-18.2pp | 34.88%-24.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,410 | $4,389-22.3% | $5,288-35.5% | $3,332+2.3% |
| Admin fee / account holder | $29,563 | $3,944+649.6% | $5,943+397.4% | $4,645+536.4% |