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 5-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 | $17,273 | $106,515-83.8% | $96,683-82.1% | $139,434-87.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 8.23% | 38.43%-30.2pp | 35.69%-27.5pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,320 | $4,103-67.8% | $3,737-64.7% | $4,751-72.2% |
| Participant deferral / active EE | $2,133 | $5,454-60.9% | $4,878-56.3% | $6,710-68.2% |
| Admin fee / account holder | $1,556 | $7,877-80.2% | $6,730-76.9% | $11,403-86.4% |