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 | $19,395 | $49,915-61.1% | $154,803-87.5% | $74,304-73.9% |
| Participation rate | 18.8% | 54.0%-35.2pp | 78.1%-59.3pp | 60.3%-41.6pp |
| Annual return | 11.97% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $629 | $2,255-72.1% | $5,540-88.7% | $3,767-83.3% |
| Admin fee / account holder | $2,143 | $2,189-2.1% | $14,329-85.0% | $2,969-27.8% |