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 | $20,074 | $46,869-57.2% | $122,332-83.6% | $70,131-71.4% |
| Participation rate | 41.3% | 58.2%-16.9pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 10.40% | 24.22%-13.8pp | 30.27%-19.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $667 | $1,288-48.2% | $4,050-83.5% | $2,342-71.5% |
| Participant deferral / active EE | $1,216 | $2,166-43.9% | $3,287-63.0% | $3,332-63.5% |
| Admin fee / account holder | $5,132 | $3,322+54.5% | $5,478-6.3% | $4,645+10.5% |