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 | $10,340 | $57,016-81.9% | $84,966-87.8% | $80,856-87.2% |
| Participation rate | 3.7% | 56.3%-52.6pp | 67.5%-63.8pp | 67.6%-63.9pp |
| Annual return | 1.32% | 21.66%-20.3pp | 66.38%-65.1pp | 35.59%-34.3pp |
| Employer contribution / active EE | $295 | $1,798-83.6% | $2,727-89.2% | $2,755-89.3% |
| Participant deferral / active EE | $1,086 | $3,110-65.1% | $4,519-76.0% | $4,296-74.7% |
| Admin fee / account holder | $1,282 | $4,980-74.3% | $6,149-79.2% | $6,918-81.5% |