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 9-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 | $15,785 | $81,248-80.6% | $155,509-89.8% | $80,856-80.5% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 9.66% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,499 | $3,100-51.6% | $4,672-67.9% | $2,755-45.6% |
| Participant deferral / active EE | $3,161 | $3,452-8.4% | $5,626-43.8% | $4,296-26.4% |
| Admin fee / account holder | $803 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |