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 | $24,762 | $54,762-54.8% | $90,281-72.6% | $72,985-66.1% |
| Participation rate | 37.1% | 65.1%-28.0pp | 73.3%-36.1pp | 69.5%-32.3pp |
| Annual return | 3.68% | 30.63%-26.9pp | 78.10%-74.4pp | 81.00%-77.3pp |
| Employer contribution / active EE | $350 | $2,092-83.3% | $2,854-87.7% | $2,440-85.7% |
| Participant deferral / active EE | $908 | $2,887-68.5% | $3,885-76.6% | $3,607-74.8% |
| Admin fee / account holder | $631 | $3,972-84.1% | $5,351-88.2% | $5,124-87.7% |