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 | $23,610 | $102,966-77.1% | $90,281-73.8% | $152,861-84.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 4.10% | 95.16%-91.1pp | 78.10%-74.0pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,226 | $3,139-60.9% | $2,854-57.0% | $4,762-74.3% |
| Participant deferral / active EE | $3,729 | $4,281-12.9% | $3,885-4.0% | $5,850-36.3% |
| Admin fee / account holder | $783 | $6,171-87.3% | $5,351-85.4% | $11,596-93.2% |