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 | $19,659 | $39,122-49.7% | $57,179-65.6% | $62,891-68.7% |
| Participation rate | 64.4% | 70.5%-6.1pp | 75.3%-10.9pp | 69.3%-4.9pp |
| Annual return | -0.50% | 9.23%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $697 | $1,874-62.8% | $2,682-74.0% | $2,281-69.4% |
| Participant deferral / active EE | $855 | $2,374-64.0% | $3,096-72.4% | $3,203-73.3% |
| Admin fee / account holder | $425 | $2,592-83.6% | $3,139-86.4% | $4,296-90.1% |