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 | $25,417 | $73,933-65.6% | $96,683-73.7% | $75,163-66.2% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 11.33% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,678 | $2,928-42.7% | $3,737-55.1% | $2,670-37.2% |
| Participant deferral / active EE | $4,761 | $3,659+30.1% | $4,878-2.4% | $4,125+15.4% |
| Admin fee / account holder | $12,413 | $5,216+138.0% | $6,730+84.5% | $5,651+119.7% |