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 | $17,988 | $48,750-63.1% | $88,946-79.8% | $74,304-75.8% |
| Participation rate | 14.9% | 44.5%-29.6pp | 68.8%-53.9pp | 60.3%-45.4pp |
| Annual return | 9.54% | 25.91%-16.4pp | 57.82%-48.3pp | 29.43%-19.9pp |
| Employer contribution / active EE | $248 | $1,255-80.3% | $2,555-90.3% | $2,241-88.9% |
| Participant deferral / active EE | $679 | $2,423-72.0% | $4,581-85.2% | $3,767-82.0% |
| Admin fee / account holder | $7,073 | $3,756+88.3% | $8,261-14.4% | $2,969+138.2% |