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 | $34,495 | $89,753-61.6% | $107,525-67.9% | $84,808-59.3% |
| Participation rate | 24.4% | 68.1%-43.7pp | 75.1%-50.7pp | 68.3%-43.9pp |
| Annual return | 11.98% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,178 | $3,113-62.2% | $3,754-68.6% | $2,631-55.2% |
| Participant deferral / active EE | $1,784 | $4,056-56.0% | $5,116-65.1% | $4,212-57.6% |
| Admin fee / account holder | $27,683 | $7,222+283.3% | $8,919+210.4% | $7,344+277.0% |