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 | $29,124 | $61,272-52.5% | $149,673-80.5% | $71,457-59.2% |
| Participation rate | 37.5% | 62.5%-25.0pp | 78.8%-41.3pp | 67.9%-30.4pp |
| Annual return | 8.37% | 35.85%-27.5pp | 134.42%-126.1pp | 28.85%-20.5pp |
| Employer contribution / active EE | $578 | $2,378-75.7% | $4,818-88.0% | $2,588-77.7% |
| Participant deferral / active EE | $1,513 | $2,917-48.1% | $5,680-73.4% | $4,289-64.7% |
| Admin fee / account holder | $2,462 | $1,261+95.2% | $13,210-81.4% | $1,587+55.1% |