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 | $28,750 | $89,698-67.9% | $103,476-72.2% | $80,856-64.4% |
| Participation rate | 63.2% | 76.0%-12.8pp | 80.5%-17.4pp | 67.6%-4.5pp |
| Annual return | 10.39% | 22.78%-12.4pp | 23.90%-13.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,216 | $4,018-69.7% | $4,672-74.0% | $2,755-55.8% |
| Participant deferral / active EE | $2,676 | $5,456-51.0% | $6,623-59.6% | $4,296-37.7% |
| Admin fee / account holder | $4,352 | $6,768-35.7% | $9,413-53.8% | $6,918-37.1% |