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 | $32,540 | $91,190-64.3% | $178,490-81.8% | $79,858-59.3% |
| Participation rate | 39.5% | 69.2%-29.7pp | 81.9%-42.4pp | 69.6%-30.1pp |
| Annual return | 7.59% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $618 | $3,256-81.0% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $1,285 | $3,236-60.3% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $4,094 | $6,751-39.4% | $13,984-70.7% | $5,306-22.8% |