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 | $27,531 | $80,717-65.9% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 44.7% | 66.8%-22.1pp | 78.1%-33.3pp | 68.3%-23.6pp |
| Annual return | 11.05% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $744 | $2,761-73.0% | $4,305-82.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,607 | $3,303-51.3% | $5,540-71.0% | $4,212-61.8% |
| Admin fee / account holder | $12,752 | $6,746+89.0% | $14,329-11.0% | $7,344+73.6% |