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 | $20,799 | $81,248-74.4% | $155,509-86.6% | $80,856-74.3% |
| Participation rate | 62.3% | 66.2%-4.0pp | 78.2%-15.9pp | 67.6%-5.4pp |
| Annual return | 7.71% | 33.31%-25.6pp | 64.67%-57.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,350 | $3,100-56.4% | $4,672-71.1% | $2,755-51.0% |
| Participant deferral / active EE | $1,601 | $3,452-53.6% | $5,626-71.6% | $4,296-62.7% |
| Admin fee / account holder | $17,569 | $7,997+119.7% | $15,912+10.4% | $6,918+154.0% |