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 | $18,652 | $84,233-77.9% | $170,442-89.1% | $70,131-73.4% |
| Participation rate | 37.8% | 70.8%-33.0pp | 83.6%-45.8pp | 69.5%-31.7pp |
| Annual return | 8.30% | 23.06%-14.8pp | 205.93%-197.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $1,220 | $3,387-64.0% | $5,433-77.5% | $2,342-47.9% |
| Participant deferral / active EE | $2,404 | $3,086-22.1% | $4,939-51.3% | $3,332-27.8% |
| Admin fee / account holder | $413 | $5,698-92.8% | $13,880-97.0% | $4,645-91.1% |