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 | $21,130 | $81,248-74.0% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 9.95% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,404 | $3,100-54.7% | $4,672-70.0% | $2,755-49.0% |
| Participant deferral / active EE | $1,213 | $3,452-64.9% | $5,626-78.4% | $4,296-71.8% |
| Admin fee / account holder | $5,522 | $7,997-31.0% | $15,912-65.3% | $6,918-20.2% |