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 | $21,156 | $48,364-56.3% | $71,796-70.5% | $62,891-66.4% |
| Participation rate | 46.0% | 60.6%-14.6pp | 69.1%-23.1pp | 69.3%-23.3pp |
| Annual return | 3.76% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $782 | $1,042-25.0% | $1,924-59.4% | $2,281-65.7% |
| Participant deferral / active EE | $1,426 | $2,091-31.8% | $2,794-49.0% | $3,203-55.5% |
| Admin fee / account holder | $904 | $3,771-76.0% | $4,815-81.2% | $4,296-78.9% |