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 | $18,691 | $65,395-71.4% | $182,532-89.8% | $72,985-74.4% |
| Participation rate | 63.6% | 65.4%-1.8pp | 78.0%-14.3pp | 69.5%-5.8pp |
| Annual return | 2.42% | 27.68%-25.3pp | 148.54%-146.1pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,901 | $1,911-0.5% | $4,076-53.4% | $2,440-22.1% |
| Participant deferral / active EE | $2,099 | $3,563-41.1% | $5,524-62.0% | $3,607-41.8% |
| Admin fee / account holder | $1,529 | $4,245-64.0% | $8,592-82.2% | $5,124-70.2% |