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 | $20,254 | $31,310-35.3% | $53,898-62.4% | $74,304-72.7% |
| Participation rate | 40.6% | 30.7%+10.0pp | 55.0%-14.3pp | 60.3%-19.7pp |
| Annual return | 10.18% | 23.16%-13.0pp | 528.60%-518.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $635 | $934-32.0% | $1,826-65.2% | $3,767-83.1% |
| Admin fee / account holder | $6,788 | $2,175+212.0% | $2,491+172.5% | $2,969+128.6% |