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 | $39,681 | $87,733-54.8% | $106,548-62.8% | $85,850-53.8% |
| Participation rate | 48.1% | 71.9%-23.9pp | 76.1%-28.1pp | 69.3%-21.2pp |
| Annual return | 7.21% | 21.86%-14.6pp | 26.80%-19.6pp | 318.53%-311.3pp |
| Employer contribution / active EE | $991 | $2,073-52.2% | $2,819-64.9% | $2,565-61.4% |
| Participant deferral / active EE | $2,505 | $3,469-27.8% | $4,398-43.0% | $3,952-36.6% |
| Admin fee / account holder | $37,462 | $6,767+453.6% | $7,407+405.7% | $6,260+498.4% |