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 | $21,330 | $54,705-61.0% | $71,209-70.0% | $84,808-74.8% |
| Participation rate | 67.6% | 64.1%+3.5pp | 73.8%-6.2pp | 68.3%-0.7pp |
| Annual return | 12.18% | 35.90%-23.7pp | 282.51%-270.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $496 | $2,158-77.0% | $2,721-81.8% | $2,631-81.1% |
| Participant deferral / active EE | $2,855 | $3,030-5.8% | $4,175-31.6% | $4,212-32.2% |
| Admin fee / account holder | $4,225 | $4,863-13.1% | $5,349-21.0% | $7,344-42.5% |