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 | $15,175 | $80,717-81.2% | $154,803-90.2% | $84,808-82.1% |
| Participation rate | 63.2% | 66.8%-3.7pp | 78.1%-14.9pp | 68.3%-5.2pp |
| Annual return | 8.98% | 37.96%-29.0pp | 58.88%-49.9pp | 40.90%-31.9pp |
| Employer contribution / active EE | $521 | $2,761-81.1% | $4,305-87.9% | $2,631-80.2% |
| Participant deferral / active EE | $998 | $3,303-69.8% | $5,540-82.0% | $4,212-76.3% |
| Admin fee / account holder | $1,811 | $6,746-73.2% | $14,329-87.4% | $7,344-75.3% |