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 | $17,815 | $80,717-77.9% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 28.1% | 66.8%-38.7pp | 78.1%-50.0pp | 68.3%-40.2pp |
| Annual return | 8.47% | 37.96%-29.5pp | 58.88%-50.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $635 | $2,761-77.0% | $4,305-85.3% | $2,631-75.9% |
| Participant deferral / active EE | $1,733 | $3,303-47.5% | $5,540-68.7% | $4,212-58.9% |
| Admin fee / account holder | $8,317 | $6,746+23.3% | $14,329-42.0% | $7,344+13.3% |