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 | $8,856 | $57,016-84.5% | $84,966-89.6% | $80,856-89.0% |
| Participation rate | 48.1% | 56.3%-8.2pp | 67.5%-19.4pp | 67.6%-19.5pp |
| Annual return | 10.01% | 21.66%-11.7pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,410 | $1,798+34.1% | $2,727-11.6% | $2,755-12.5% |
| Participant deferral / active EE | $2,350 | $3,110-24.4% | $4,519-48.0% | $4,296-45.3% |
| Admin fee / account holder | $3,831 | $4,980-23.1% | $6,149-37.7% | $6,918-44.6% |