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 | $19,131 | $37,426-48.9% | $77,482-75.3% | $79,858-76.0% |
| Participation rate | 17.9% | 41.5%-23.7pp | 54.2%-36.3pp | 69.6%-51.8pp |
| Annual return | 9.86% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $142 | $637-77.7% | $986-85.6% | $2,471-94.3% |
| Participant deferral / active EE | $468 | $1,260-62.9% | $1,861-74.9% | $3,740-87.5% |
| Admin fee / account holder | $5,888 | $2,504+135.2% | $2,858+106.1% | $5,306+11.0% |