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 | $18,210 | $56,317-67.7% | $71,209-74.4% | $74,304-75.5% |
| Participation rate | 32.9% | 55.1%-22.2pp | 73.8%-40.8pp | 60.3%-27.4pp |
| Annual return | 12.72% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $397 | $2,160-81.6% | $2,721-85.4% | $2,241-82.3% |
| Participant deferral / active EE | $991 | $2,788-64.5% | $4,175-76.3% | $3,767-73.7% |
| Admin fee / account holder | $3,040 | $2,290+32.8% | $5,349-43.2% | $2,969+2.4% |