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 | $40,351 | $93,571-56.9% | $135,903-70.3% | $75,163-46.3% |
| Participation rate | 34.0% | 75.2%-41.1pp | 81.9%-47.9pp | 67.2%-33.1pp |
| Annual return | 14.35% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,771 | $6,404-56.7% | $7,758-64.3% | $4,125-32.8% |
| Admin fee / account holder | $2,224 | $6,975-68.1% | $10,762-79.3% | $5,651-60.6% |