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 | $17,144 | $47,848-64.2% | $81,478-79.0% | $70,131-75.6% |
| Participation rate | 36.8% | 58.3%-21.4pp | 68.0%-31.1pp | 69.5%-32.7pp |
| Annual return | 12.09% | 27.25%-15.2pp | 38.78%-26.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $520 | $1,527-66.0% | $2,568-79.8% | $2,342-77.8% |
| Participant deferral / active EE | $1,226 | $2,453-50.0% | $3,537-65.3% | $3,332-63.2% |
| Admin fee / account holder | $670 | $3,145-78.7% | $4,561-85.3% | $4,645-85.6% |