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 | $41,574 | $64,480-35.5% | $81,382-48.9% | $80,856-48.6% |
| Participation rate | 43.6% | 63.9%-20.3pp | 69.5%-25.9pp | 67.6%-24.0pp |
| Annual return | 7.25% | 16.34%-9.1pp | 24.73%-17.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,294 | $3,094-25.9% | $3,883-40.9% | $4,296-46.6% |
| Admin fee / account holder | $6,472 | $5,671+14.1% | $5,768+12.2% | $6,918-6.5% |